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 | $48,821 | $102,317-52.3% | $146,958-66.8% | $80,856-39.6% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.2%-16.7pp | 67.6%-2.2pp |
| Annual return | 15.70% | 134.76%-119.1pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,185 | $3,713-41.2% | $4,933-55.7% | $2,755-20.7% |
| Participant deferral / active EE | $7,541 | $6,644+13.5% | $8,070-6.6% | $4,296+75.5% |
| Admin fee / account holder | $7,261 | $7,941-8.6% | $12,998-44.1% | $6,918+5.0% |