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 | $32,519 | $49,922-34.9% | $80,569-59.6% | $75,163-56.7% |
| Participation rate | 29.5% | 55.3%-25.8pp | 67.0%-37.5pp | 67.2%-37.7pp |
| Annual return | 21.92% | 34.69%-12.8pp | 935.43%-913.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $487 | $1,698-71.3% | $2,723-82.1% | $2,670-81.8% |
| Participant deferral / active EE | $1,113 | $2,990-62.8% | $4,447-75.0% | $4,125-73.0% |
| Admin fee / account holder | $939 | $3,577-73.8% | $5,377-82.5% | $5,651-83.4% |