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 | $51,679 | $52,279-1.1% | $89,391-42.2% | $79,858-35.3% |
| Participation rate | 45.5% | 57.5%-12.1pp | 68.0%-22.5pp | 69.6%-24.2pp |
| Annual return | 17.21% | 22.16%-5.0pp | 245.62%-228.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,175 | $1,572-25.2% | $2,586-54.6% | $2,471-52.4% |
| Participant deferral / active EE | $1,864 | $2,740-32.0% | $3,890-52.1% | $3,740-50.2% |
| Admin fee / account holder | $1,132 | $3,356-66.3% | $4,881-76.8% | $5,306-78.7% |