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 | $48,598 | $69,515-30.1% | $86,874-44.1% | $85,850-43.4% |
| Participation rate | 44.6% | 66.3%-21.7pp | 71.6%-27.1pp | 69.3%-24.7pp |
| Annual return | 12.18% | 20.12%-7.9pp | 63.52%-51.3pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,092 | $1,880-41.9% | $2,495-56.2% | $2,565-57.4% |
| Participant deferral / active EE | $1,819 | $2,919-37.7% | $3,699-50.8% | $3,952-54.0% |
| Admin fee / account holder | $2,130 | $5,972-64.3% | $5,828-63.5% | $6,260-66.0% |