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 | $57,450 | $115,770-50.4% | $101,248-43.3% | $158,922-63.9% |
| Participation rate | 43.8% | 79.4%-35.6pp | 75.8%-32.1pp | 82.0%-38.2pp |
| Annual return | 8.20% | 56.14%-47.9pp | 46.47%-38.3pp | 302.83%-294.6pp |
| Employer contribution / active EE | $1,371 | $4,175-67.2% | $3,660-62.5% | $4,761-71.2% |
| Participant deferral / active EE | $2,219 | $4,957-55.2% | $4,370-49.2% | $5,982-62.9% |
| Admin fee / account holder | $5,752 | $7,245-20.6% | $5,945-3.3% | $11,246-48.8% |