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 | $36,493 | $41,078-11.2% | $80,569-54.7% | $71,457-48.9% |
| Participation rate | 57.1% | 50.2%+6.9pp | 67.0%-9.9pp | 67.9%-10.8pp |
| Annual return | 17.91% | 38.45%-20.5pp | 935.43%-917.5pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,514 | $1,506+0.6% | $2,723-44.4% | $2,588-41.5% |
| Participant deferral / active EE | $2,705 | $2,699+0.2% | $4,447-39.2% | $4,289-36.9% |
| Admin fee / account holder | $2,874 | $1,840+56.2% | $5,377-46.6% | $1,587+81.1% |