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 | $52,559 | $118,849-55.8% | $96,562-45.6% | $167,490-68.6% |
| Participation rate | 56.3% | 75.5%-19.2pp | 69.8%-13.6pp | 82.1%-25.9pp |
| Annual return | 14.06% | 50.49%-36.4pp | 37.78%-23.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,107 | $3,120-32.5% | $2,356-10.6% | $4,837-56.5% |
| Participant deferral / active EE | $5,610 | $4,616+21.5% | $3,849+45.7% | $6,341-11.5% |
| Admin fee / account holder | $2,873 | $8,065-64.4% | $6,181-53.5% | $12,309-76.7% |