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 | $54,529 | $71,050-23.3% | $93,606-41.7% | $80,856-32.6% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.6%-17.6pp |
| Annual return | 52.78% | 11.26%+41.5pp | 133.20%-80.4pp | 35.59%+17.2pp |
| Employer contribution / active EE | $2,190 | $1,564+40.1% | $2,420-9.5% | $2,755-20.5% |
| Participant deferral / active EE | $4,643 | $4,034+15.1% | $4,411+5.3% | $4,296+8.1% |
| Admin fee / account holder | $1,911 | $6,945-72.5% | $8,285-76.9% | $6,918-72.4% |