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 | $52,568 | $58,828-10.6% | $77,999-32.6% | $62,891-16.4% |
| Participation rate | 57.8% | 71.1%-13.3pp | 75.5%-17.7pp | 69.3%-11.5pp |
| Annual return | 6.25% | 17.16%-10.9pp | 425.96%-419.7pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,708 | $1,672+2.2% | $2,470-30.8% | $2,281-25.1% |
| Participant deferral / active EE | $2,358 | $2,686-12.2% | $3,497-32.6% | $3,203-26.4% |
| Admin fee / account holder | $16,297 | $4,393+271.0% | $5,480+197.4% | $4,296+279.4% |