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 | $41,515 | $48,570-14.5% | $130,648-68.2% | $72,985-43.1% |
| Participation rate | 42.3% | 58.6%-16.3pp | 71.7%-29.4pp | 69.5%-27.2pp |
| Annual return | 30.25% | 38.63%-8.4pp | 1708.96%-1678.7pp | 81.00%-50.8pp |
| Employer contribution / active EE | $605 | $1,334-54.6% | $4,092-85.2% | $2,440-75.2% |
| Participant deferral / active EE | $1,422 | $2,384-40.3% | $3,603-60.5% | $3,607-60.6% |
| Admin fee / account holder | $2,925 | $3,549-17.6% | $5,464-46.5% | $5,124-42.9% |