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 | $43,216 | $60,124-28.1% | $90,404-52.2% | $79,858-45.9% |
| Participation rate | 64.9% | 65.0%-0.1pp | 72.7%-7.8pp | 69.6%-4.7pp |
| Annual return | 18.01% | 71.94%-53.9pp | 1293.02%-1275.0pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,682 | $2,068-18.6% | $3,262-48.4% | $2,471-31.9% |
| Participant deferral / active EE | $2,217 | $2,938-24.6% | $3,963-44.1% | $3,740-40.7% |
| Admin fee / account holder | $2,020 | $3,976-49.2% | $5,611-64.0% | $5,306-61.9% |