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 | $58,328 | $85,202-31.5% | $172,739-66.2% | $72,985-20.1% |
| Participation rate | 37.8% | 70.1%-32.2pp | 82.6%-44.8pp | 69.5%-31.6pp |
| Annual return | 24.42% | 27.32%-2.9pp | 802.84%-778.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,408 | $3,324-57.6% | $5,143-72.6% | $2,440-42.3% |
| Participant deferral / active EE | $1,927 | $3,260-40.9% | $5,198-62.9% | $3,607-46.6% |
| Admin fee / account holder | $2,031 | $5,884-65.5% | $13,954-85.4% | $5,124-60.4% |