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 | $39,442 | $70,669-44.2% | $169,368-76.7% | $75,163-47.5% |
| Participation rate | 53.7% | 64.8%-11.1pp | 77.1%-23.4pp | 67.2%-13.5pp |
| Annual return | 14.67% | 36.36%-21.7pp | 405.60%-390.9pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,629 | $2,211-26.3% | $4,013-59.4% | $2,670-39.0% |
| Participant deferral / active EE | $4,461 | $4,311+3.5% | $6,221-28.3% | $4,125+8.1% |
| Admin fee / account holder | $15,609 | $5,402+188.9% | $9,003+73.4% | $5,651+176.2% |