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 | $47,552 | $85,202-44.2% | $172,739-72.5% | $72,985-34.8% |
| Participation rate | 63.2% | 70.1%-6.9pp | 82.6%-19.5pp | 69.5%-6.3pp |
| Annual return | 19.34% | 27.32%-8.0pp | 802.84%-783.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $987 | $3,324-70.3% | $5,143-80.8% | $2,440-59.5% |
| Participant deferral / active EE | $1,845 | $3,260-43.4% | $5,198-64.5% | $3,607-48.8% |
| Admin fee / account holder | $1,444 | $5,884-75.5% | $13,954-89.7% | $5,124-71.8% |