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 | $52,734 | $63,346-16.8% | $92,233-42.8% | $70,131-24.8% |
| Participation rate | 57.1% | 68.7%-11.5pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 17.02% | 530.12%-513.1pp | 176.28%-159.3pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,014 | $2,471-18.5% | $3,679-45.3% | $2,342-14.0% |
| Participant deferral / active EE | $2,965 | $2,854+3.9% | $3,897-23.9% | $3,332-11.0% |
| Admin fee / account holder | $3,942 | $3,840+2.6% | $5,194-24.1% | $4,645-15.1% |