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 | $47,580 | $56,053-15.1% | $75,972-37.4% | $80,856-41.2% |
| Participation rate | 53.2% | 62.0%-8.8pp | 69.1%-15.9pp | 67.6%-14.4pp |
| Annual return | 11.89% | 20.53%-8.6pp | 359.55%-347.7pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,563 | $1,874-16.6% | $2,685-41.8% | $2,755-43.3% |
| Participant deferral / active EE | $3,744 | $3,052+22.7% | $4,255-12.0% | $4,296-12.8% |
| Admin fee / account holder | $7,048 | $5,234+34.7% | $6,467+9.0% | $6,918+1.9% |