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 | $24,711 | $48,046-48.6% | $84,611-70.8% | $72,985-66.1% |
| Participation rate | 28.3% | 57.6%-29.3pp | 68.2%-39.9pp | 69.5%-41.2pp |
| Annual return | 21.69% | 37.38%-15.7pp | 258.74%-237.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,031 | $1,602-35.6% | $2,652-61.1% | $2,440-57.7% |
| Participant deferral / active EE | $1,566 | $2,680-41.6% | $3,899-59.8% | $3,607-56.6% |
| Admin fee / account holder | $1,675 | $3,395-50.7% | $4,912-65.9% | $5,124-67.3% |