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 | $55,910 | $53,053+5.4% | $126,539-55.8% | $74,304-24.8% |
| Participation rate | 50.0% | 48.0%+2.0pp | 69.8%-19.8pp | 60.3%-10.3pp |
| Annual return | 23.34% | 29.46%-6.1pp | 425.95%-402.6pp | 29.43%-6.1pp |
| Employer contribution / active EE | $2,222 | $1,168+90.3% | $3,674-39.5% | $2,241-0.9% |
| Participant deferral / active EE | $1,791 | $2,303-22.2% | $4,083-56.1% | $3,767-52.5% |
| Admin fee / account holder | $9,098 | $3,698+146.0% | $6,065+50.0% | $2,969+206.4% |