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 7-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 | $51,115 | $60,124-15.0% | $90,404-43.5% | $79,858-36.0% |
| Participation rate | 60.0% | 65.0%-5.0pp | 72.7%-12.7pp | 69.6%-9.6pp |
| Annual return | 15.79% | 71.94%-56.2pp | 1293.02%-1277.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,266 | $2,068-38.8% | $3,262-61.2% | $2,471-48.8% |
| Participant deferral / active EE | $2,343 | $2,938-20.3% | $3,963-40.9% | $3,740-37.4% |
| Admin fee / account holder | $10,399 | $3,976+161.5% | $5,611+85.3% | $5,306+96.0% |