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 | $42,247 | $49,922-15.4% | $80,569-47.6% | $75,163-43.8% |
| Participation rate | 52.8% | 55.3%-2.5pp | 67.0%-14.2pp | 67.2%-14.4pp |
| Annual return | 15.32% | 34.69%-19.4pp | 935.43%-920.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,583 | $1,698-6.8% | $2,723-41.9% | $2,670-40.7% |
| Participant deferral / active EE | $3,605 | $2,990+20.5% | $4,447-19.0% | $4,125-12.6% |
| Admin fee / account holder | $13,512 | $3,577+277.7% | $5,377+151.3% | $5,651+139.1% |