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 | $48,353 | $63,346-23.7% | $92,233-47.6% | $70,131-31.1% |
| Participation rate | 65.6% | 68.7%-3.1pp | 76.5%-10.9pp | 69.5%-4.0pp |
| Annual return | 19.87% | 530.12%-510.2pp | 176.28%-156.4pp | 73.14%-53.3pp |
| Employer contribution / active EE | $2,378 | $2,471-3.7% | $3,679-35.4% | $2,342+1.5% |
| Participant deferral / active EE | $4,314 | $2,854+51.2% | $3,897+10.7% | $3,332+29.5% |
| Admin fee / account holder | $2,876 | $3,840-25.1% | $5,194-44.6% | $4,645-38.1% |