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 | $53,041 | $52,353+1.3% | $120,225-55.9% | $82,448-35.7% |
| Participation rate | 22.4% | 58.3%-35.9pp | 69.6%-47.2pp | 68.1%-45.7pp |
| Annual return | 18.73% | 61.85%-43.1pp | 439.23%-420.5pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,774 | $1,510+83.7% | $3,475-20.2% | $2,551+8.7% |
| Participant deferral / active EE | $3,984 | $2,627+51.7% | $3,999-0.4% | $4,139-3.8% |
| Admin fee / account holder | $1,805 | $4,363-58.6% | $5,696-68.3% | $7,234-75.0% |