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 | $45,212 | $57,281-21.1% | $86,612-47.8% | $75,163-39.8% |
| Participation rate | 52.6% | 63.2%-10.6pp | 71.7%-19.1pp | 67.2%-14.6pp |
| Annual return | 16.19% | 2670.75%-2654.6pp | 591.07%-574.9pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,172 | $2,314-49.3% | $3,022-61.2% | $2,670-56.1% |
| Participant deferral / active EE | $1,556 | $3,318-53.1% | $4,438-64.9% | $4,125-62.3% |
| Admin fee / account holder | $962 | $4,112-76.6% | $5,614-82.9% | $5,651-83.0% |