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 | $54,626 | $48,364+12.9% | $71,796-23.9% | $62,891-13.1% |
| Participation rate | 51.9% | 60.6%-8.8pp | 69.1%-17.3pp | 69.3%-17.5pp |
| Annual return | 8.15% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,051 | $1,042+96.8% | $1,924+6.6% | $2,281-10.1% |
| Participant deferral / active EE | $6,221 | $2,091+197.5% | $2,794+122.6% | $3,203+94.2% |
| Admin fee / account holder | $1,805 | $3,771-52.1% | $4,815-62.5% | $4,296-58.0% |