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 | $45,121 | $57,281-21.2% | $86,612-47.9% | $75,163-40.0% |
| Participation rate | 58.1% | 63.2%-5.1pp | 71.7%-13.6pp | 67.2%-9.1pp |
| Annual return | 16.00% | 2670.75%-2654.7pp | 591.07%-575.1pp | 160.62%-144.6pp |
| Employer contribution / active EE | $812 | $2,314-64.9% | $3,022-73.1% | $2,670-69.6% |
| Participant deferral / active EE | $1,447 | $3,318-56.4% | $4,438-67.4% | $4,125-64.9% |
| Admin fee / account holder | $3,368 | $4,112-18.1% | $5,614-40.0% | $5,651-40.4% |