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 | $60,621 | $102,317-40.8% | $146,958-58.7% | $80,856-25.0% |
| Participation rate | 54.5% | 75.8%-21.3pp | 82.2%-27.6pp | 67.6%-13.1pp |
| Annual return | 24.49% | 134.76%-110.3pp | 418.34%-393.8pp | 35.59%-11.1pp |
| Employer contribution / active EE | $1,877 | $3,713-49.4% | $4,933-61.9% | $2,755-31.9% |
| Participant deferral / active EE | $5,633 | $6,644-15.2% | $8,070-30.2% | $4,296+31.1% |
| Admin fee / account holder | $9,828 | $7,941+23.8% | $12,998-24.4% | $6,918+42.1% |