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 | $53,465 | $109,359-51.1% | $162,163-67.0% | $72,985-26.7% |
| Participation rate | 43.6% | 84.3%-40.7pp | 87.6%-44.0pp | 69.5%-25.9pp |
| Annual return | 78.06% | 25.46%+52.6pp | 115.59%-37.5pp | 81.00%-2.9pp |
| Employer contribution / active EE | $2,572 | $3,907-34.2% | $5,614-54.2% | $2,440+5.4% |
| Participant deferral / active EE | $2,661 | $5,481-51.5% | $7,298-63.5% | $3,607-26.2% |
| Admin fee / account holder | $683 | $7,972-91.4% | $10,843-93.7% | $5,124-86.7% |