See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,452 | $63,346-42.5% | $92,233-60.5% | $70,131-48.0% |
| Participation rate | 52.4% | 68.7%-16.3pp | 76.5%-24.1pp | 69.5%-17.2pp |
| Annual return | 15.70% | 530.12%-514.4pp | 176.28%-160.6pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,126 | $2,471-54.4% | $3,679-69.4% | $2,342-51.9% |
| Participant deferral / active EE | $2,341 | $2,854-18.0% | $3,897-39.9% | $3,332-29.7% |
| Admin fee / account holder | $692 | $3,840-82.0% | $5,194-86.7% | $4,645-85.1% |