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 | $52,724 | $102,317-48.5% | $146,958-64.1% | $80,856-34.8% |
| Participation rate | 51.4% | 75.8%-24.4pp | 82.2%-30.7pp | 67.6%-16.2pp |
| Annual return | 13.80% | 134.76%-121.0pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,692 | $3,713-54.4% | $4,933-65.7% | $2,755-38.6% |
| Participant deferral / active EE | $5,182 | $6,644-22.0% | $8,070-35.8% | $4,296+20.6% |
| Admin fee / account holder | $17,853 | $7,941+124.8% | $12,998+37.4% | $6,918+158.1% |