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 | $47,487 | $63,346-25.0% | $92,233-48.5% | $70,131-32.3% |
| Participation rate | 67.9% | 68.7%-0.8pp | 76.5%-8.6pp | 69.5%-1.7pp |
| Annual return | 13.61% | 530.12%-516.5pp | 176.28%-162.7pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,060 | $2,471-57.1% | $3,679-71.2% | $2,342-54.7% |
| Participant deferral / active EE | $2,640 | $2,854-7.5% | $3,897-32.3% | $3,332-20.8% |
| Admin fee / account holder | $1,843 | $3,840-52.0% | $5,194-64.5% | $4,645-60.3% |