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 | $42,848 | $49,173-12.9% | $121,098-64.6% | $75,163-43.0% |
| Participation rate | 45.8% | 55.4%-9.6pp | 69.5%-23.7pp | 67.2%-21.4pp |
| Annual return | 16.67% | 55.99%-39.3pp | 985.75%-969.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $835 | $1,546-46.0% | $4,164-80.0% | $2,670-68.7% |
| Participant deferral / active EE | $2,131 | $2,628-18.9% | $4,080-47.8% | $4,125-48.3% |
| Admin fee / account holder | $1,156 | $3,942-70.7% | $5,644-79.5% | $5,651-79.5% |