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 | $63,456 | $70,669-10.2% | $169,368-62.5% | $75,163-15.6% |
| Participation rate | 38.8% | 64.8%-26.0pp | 77.1%-38.4pp | 67.2%-28.4pp |
| Annual return | 18.62% | 36.36%-17.7pp | 405.60%-387.0pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,311 | $2,211-40.7% | $4,013-67.3% | $2,670-50.9% |
| Participant deferral / active EE | $2,601 | $4,311-39.7% | $6,221-58.2% | $4,125-36.9% |
| Admin fee / account holder | $5,544 | $5,402+2.6% | $9,003-38.4% | $5,651-1.9% |