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 | $58,518 | $65,409-10.5% | $98,442-40.6% | $85,850-31.8% |
| Participation rate | 55.9% | 65.0%-9.1pp | 73.3%-17.5pp | 69.3%-13.4pp |
| Annual return | 15.68% | 21.76%-6.1pp | 1492.73%-1477.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,136 | $2,168-47.6% | $2,960-61.6% | $2,565-55.7% |
| Participant deferral / active EE | $2,768 | $3,166-12.6% | $4,276-35.3% | $3,952-30.0% |
| Admin fee / account holder | $773 | $4,593-83.2% | $5,949-87.0% | $6,260-87.7% |