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 | $52,353-6.9% | $120,225-59.4% | $82,448-40.9% |
| Participation rate | 48.5% | 58.3%-9.8pp | 69.6%-21.0pp | 68.1%-19.5pp |
| Annual return | 30.58% | 61.85%-31.3pp | 439.23%-408.7pp | 41.64%-11.1pp |
| Employer contribution / active EE | $1,431 | $1,510-5.2% | $3,475-58.8% | $2,551-43.9% |
| Participant deferral / active EE | $2,443 | $2,627-7.0% | $3,999-38.9% | $4,139-41.0% |
| Admin fee / account holder | $2,547 | $4,363-41.6% | $5,696-55.3% | $7,234-64.8% |