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 | $61,218 | $52,353+16.9% | $120,225-49.1% | $82,448-25.7% |
| Participation rate | 42.0% | 58.3%-16.3pp | 69.6%-27.6pp | 68.1%-26.1pp |
| Annual return | 15.60% | 61.85%-46.2pp | 439.23%-423.6pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,123 | $1,510-25.6% | $3,475-67.7% | $2,551-56.0% |
| Participant deferral / active EE | $1,995 | $2,627-24.0% | $3,999-50.1% | $4,139-51.8% |
| Admin fee / account holder | $1,089 | $4,363-75.0% | $5,696-80.9% | $7,234-84.9% |