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 | $43,580 | $56,114-22.3% | $96,139-54.7% | $85,850-49.2% |
| Participation rate | 52.5% | 56.7%-4.2pp | 68.4%-15.9pp | 69.3%-16.8pp |
| Annual return | 13.79% | 42.30%-28.5pp | 191.94%-178.2pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,365 | $1,620-15.7% | $2,797-51.2% | $2,565-46.8% |
| Participant deferral / active EE | $2,417 | $2,859-15.5% | $4,349-44.4% | $3,952-38.8% |
| Admin fee / account holder | $14,282 | $3,768+279.0% | $5,537+158.0% | $6,260+128.2% |