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 | $48,802 | $52,953-7.8% | $172,739-71.7% | $65,185-25.1% |
| Participation rate | 60.6% | 66.2%-5.6pp | 82.6%-22.1pp | 70.2%-9.6pp |
| Annual return | 19.69% | 30.12%-10.4pp | 802.84%-783.1pp | 29.38%-9.7pp |
| Employer contribution / active EE | $969 | $2,190-55.8% | $5,143-81.2% | $2,177-55.5% |
| Participant deferral / active EE | $2,164 | $2,471-12.4% | $5,198-58.4% | $3,514-38.4% |
| Admin fee / account holder | $3,626 | $472+668.4% | $13,954-74.0% | $847+328.1% |