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 | $53,804 | $58,208-7.6% | $81,812-34.2% | $80,856-33.5% |
| Participation rate | 61.7% | 63.4%-1.7pp | 72.3%-10.6pp | 67.6%-5.9pp |
| Annual return | 12.25% | 41.66%-29.4pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,719 | $2,340+16.2% | $2,912-6.6% | $2,755-1.3% |
| Participant deferral / active EE | $2,896 | $3,281-11.7% | $4,319-32.9% | $4,296-32.6% |
| Admin fee / account holder | $19,082 | $4,981+283.1% | $7,386+158.4% | $6,918+175.8% |