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 | $61,198 | $54,705+11.9% | $71,209-14.1% | $84,808-27.8% |
| Participation rate | 32.5% | 64.1%-31.6pp | 73.8%-41.3pp | 68.3%-35.8pp |
| Annual return | 14.80% | 35.90%-21.1pp | 282.51%-267.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,112 | $2,158-48.5% | $2,721-59.1% | $2,631-57.7% |
| Participant deferral / active EE | $2,053 | $3,030-32.2% | $4,175-50.8% | $4,212-51.2% |
| Admin fee / account holder | $5,520 | $4,863+13.5% | $5,349+3.2% | $7,344-24.8% |