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 | $53,223 | $49,922+6.6% | $80,569-33.9% | $75,163-29.2% |
| Participation rate | 34.0% | 55.3%-21.3pp | 67.0%-33.0pp | 67.2%-33.2pp |
| Annual return | 19.94% | 34.69%-14.7pp | 935.43%-915.5pp | 160.62%-140.7pp |
| Employer contribution / active EE | $1,531 | $1,698-9.9% | $2,723-43.8% | $2,670-42.7% |
| Participant deferral / active EE | $2,426 | $2,990-18.9% | $4,447-45.5% | $4,125-41.2% |
| Admin fee / account holder | $6,484 | $3,577+81.3% | $5,377+20.6% | $5,651+14.7% |