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 | $41,924 | $56,053-25.2% | $75,972-44.8% | $80,856-48.2% |
| Participation rate | 56.4% | 62.0%-5.7pp | 69.1%-12.7pp | 67.6%-11.3pp |
| Annual return | 11.61% | 20.53%-8.9pp | 359.55%-347.9pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,687 | $1,874+43.4% | $2,685+0.1% | $2,755-2.4% |
| Participant deferral / active EE | $4,939 | $3,052+61.9% | $4,255+16.1% | $4,296+15.0% |
| Admin fee / account holder | $17,382 | $5,234+232.1% | $6,467+168.8% | $6,918+151.3% |