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 | $52,022 | $53,516-2.8% | $126,539-58.9% | $84,808-38.7% |
| Participation rate | 30.6% | 58.2%-27.6pp | 69.8%-39.2pp | 68.3%-37.7pp |
| Annual return | 26.41% | 58.34%-31.9pp | 425.95%-399.5pp | 40.90%-14.5pp |
| Employer contribution / active EE | $315 | $1,535-79.5% | $3,674-91.4% | $2,631-88.0% |
| Participant deferral / active EE | $1,266 | $2,671-52.6% | $4,083-69.0% | $4,212-69.9% |
| Admin fee / account holder | $935 | $4,497-79.2% | $6,065-84.6% | $7,344-87.3% |