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 | $48,667 | $52,279-6.9% | $89,391-45.6% | $79,858-39.1% |
| Participation rate | 67.2% | 57.5%+9.7pp | 68.0%-0.7pp | 69.6%-2.4pp |
| Annual return | 12.13% | 22.16%-10.0pp | 245.62%-233.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,227 | $1,572-21.9% | $2,586-52.5% | $2,471-50.3% |
| Participant deferral / active EE | $2,053 | $2,740-25.1% | $3,890-47.2% | $3,740-45.1% |
| Admin fee / account holder | $27,230 | $3,356+711.3% | $4,881+457.8% | $5,306+413.2% |