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 | $48,753 | $53,516-8.9% | $126,539-61.5% | $84,808-42.5% |
| Participation rate | 48.5% | 58.2%-9.7pp | 69.8%-21.3pp | 68.3%-19.8pp |
| Annual return | 30.58% | 58.34%-27.8pp | 425.95%-395.4pp | 40.90%-10.3pp |
| Employer contribution / active EE | $1,431 | $1,535-6.8% | $3,674-61.1% | $2,631-45.6% |
| Participant deferral / active EE | $2,443 | $2,671-8.5% | $4,083-40.2% | $4,212-42.0% |
| Admin fee / account holder | $2,547 | $4,497-43.4% | $6,065-58.0% | $7,344-65.3% |