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 | $66,038 | $54,517+21.1% | $75,972-13.1% | $74,495-11.4% |
| Participation rate | 55.4% | 60.3%-4.9pp | 69.1%-13.6pp | 67.2%-11.8pp |
| Annual return | 13.49% | 31.82%-18.3pp | 359.55%-346.1pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,386 | $1,777+34.3% | $2,685-11.1% | $2,623-9.0% |
| Participant deferral / active EE | $2,911 | $3,066-5.0% | $4,255-31.6% | $4,346-33.0% |
| Admin fee / account holder | $11,749 | $2,229+427.2% | $6,467+81.7% | $1,942+505.1% |