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 | $51,937 | $56,053-7.3% | $75,972-31.6% | $80,856-35.8% |
| Participation rate | 58.6% | 62.0%-3.4pp | 69.1%-10.4pp | 67.6%-9.0pp |
| Annual return | 10.30% | 20.53%-10.2pp | 359.55%-349.3pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,468 | $1,874-21.7% | $2,685-45.3% | $2,755-46.7% |
| Participant deferral / active EE | $2,569 | $3,052-15.8% | $4,255-39.6% | $4,296-40.2% |
| Admin fee / account holder | $17,275 | $5,234+230.1% | $6,467+167.1% | $6,918+149.7% |