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 | $60,873 | $63,346-3.9% | $92,233-34.0% | $70,131-13.2% |
| Participation rate | 59.5% | 68.7%-9.1pp | 76.5%-17.0pp | 69.5%-10.0pp |
| Annual return | 20.33% | 530.12%-509.8pp | 176.28%-155.9pp | 73.14%-52.8pp |
| Employer contribution / active EE | $716 | $2,471-71.0% | $3,679-80.5% | $2,342-69.4% |
| Participant deferral / active EE | $2,729 | $2,854-4.4% | $3,897-30.0% | $3,332-18.1% |
| Admin fee / account holder | $6,222 | $3,840+62.0% | $5,194+19.8% | $4,645+34.0% |