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 | $47,251 | $58,208-18.8% | $81,812-42.2% | $80,856-41.6% |
| Participation rate | 56.0% | 63.4%-7.5pp | 72.3%-16.4pp | 67.6%-11.7pp |
| Annual return | 14.93% | 41.66%-26.7pp | 773.79%-758.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,038 | $2,340-55.6% | $2,912-64.3% | $2,755-62.3% |
| Participant deferral / active EE | $1,354 | $3,281-58.7% | $4,319-68.6% | $4,296-68.5% |
| Admin fee / account holder | $2,777 | $4,981-44.2% | $7,386-62.4% | $6,918-59.9% |