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 | $42,042 | $49,922-15.8% | $80,569-47.8% | $75,163-44.1% |
| Participation rate | 69.8% | 55.3%+14.5pp | 67.0%+2.8pp | 67.2%+2.6pp |
| Annual return | 15.96% | 34.69%-18.7pp | 935.43%-919.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,109 | $1,698-34.7% | $2,723-59.3% | $2,670-58.4% |
| Participant deferral / active EE | $2,571 | $2,990-14.0% | $4,447-42.2% | $4,125-37.7% |
| Admin fee / account holder | $1,663 | $3,577-53.5% | $5,377-69.1% | $5,651-70.6% |