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 | $54,315 | $55,415-2.0% | $155,509-65.1% | $74,495-27.1% |
| Participation rate | 52.7% | 61.9%-9.2pp | 78.2%-25.5pp | 67.2%-14.5pp |
| Annual return | 16.10% | 268.50%-252.4pp | 64.67%-48.6pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,440 | $2,267-36.5% | $4,672-69.2% | $2,623-45.1% |
| Participant deferral / active EE | $3,138 | $2,836+10.6% | $5,626-44.2% | $4,346-27.8% |
| Admin fee / account holder | $3,778 | $1,738+117.3% | $15,912-76.3% | $1,942+94.6% |