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 | $42,582 | $105,181-59.5% | $159,436-73.3% | $85,850-50.4% |
| Participation rate | 47.8% | 75.8%-28.0pp | 82.8%-35.1pp | 69.3%-21.6pp |
| Annual return | 14.72% | 45.07%-30.4pp | 263.57%-248.8pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,735 | $3,318-47.7% | $4,829-64.1% | $2,565-32.4% |
| Participant deferral / active EE | $3,852 | $5,945-35.2% | $7,352-47.6% | $3,952-2.5% |
| Admin fee / account holder | $2,451 | $6,933-64.6% | $10,799-77.3% | $6,260-60.8% |