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 | $48,646 | $55,415-12.2% | $155,509-68.7% | $74,495-34.7% |
| Participation rate | 32.3% | 61.9%-29.6pp | 78.2%-45.9pp | 67.2%-34.9pp |
| Annual return | 17.83% | 268.50%-250.7pp | 64.67%-46.8pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $1,245 | $2,267-45.1% | $4,672-73.4% | $2,623-52.5% |
| Participant deferral / active EE | $2,605 | $2,836-8.2% | $5,626-53.7% | $4,346-40.1% |
| Admin fee / account holder | $4,310 | $1,738+147.9% | $15,912-72.9% | $1,942+122.0% |