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 | $48,260 | $53,516-9.8% | $126,539-61.9% | $84,808-43.1% |
| Participation rate | 37.9% | 58.2%-20.3pp | 69.8%-31.9pp | 68.3%-30.4pp |
| Annual return | 13.36% | 58.34%-45.0pp | 425.95%-412.6pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,235 | $1,535-19.6% | $3,674-66.4% | $2,631-53.1% |
| Participant deferral / active EE | $1,650 | $2,671-38.2% | $4,083-59.6% | $4,212-60.8% |
| Admin fee / account holder | $2,273 | $4,497-49.5% | $6,065-62.5% | $7,344-69.1% |