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 | $47,748 | $48,230-1.0% | $67,502-29.3% | $80,856-40.9% |
| Participation rate | 53.8% | 66.4%-12.5pp | 72.9%-19.0pp | 67.6%-13.8pp |
| Annual return | 12.58% | 18.28%-5.7pp | 3512.12%-3499.5pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,549 | $2,020-23.3% | $2,731-43.3% | $2,755-43.8% |
| Participant deferral / active EE | $3,941 | $2,924+34.8% | $4,000-1.5% | $4,296-8.2% |
| Admin fee / account holder | $20,054 | $3,681+444.8% | $3,998+401.7% | $6,918+189.9% |