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 | $42,180 | $85,202-50.5% | $172,739-75.6% | $72,985-42.2% |
| Participation rate | 60.4% | 70.1%-9.6pp | 82.6%-22.2pp | 69.5%-9.1pp |
| Annual return | 23.15% | 27.32%-4.2pp | 802.84%-779.7pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,712 | $3,324-48.5% | $5,143-66.7% | $2,440-29.9% |
| Participant deferral / active EE | $3,085 | $3,260-5.4% | $5,198-40.6% | $3,607-14.5% |
| Admin fee / account holder | $1,901 | $5,884-67.7% | $13,954-86.4% | $5,124-62.9% |