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 | $55,104 | $57,281-3.8% | $86,612-36.4% | $75,163-26.7% |
| Participation rate | 51.4% | 63.2%-11.8pp | 71.7%-20.3pp | 67.2%-15.8pp |
| Annual return | 15.45% | 2670.75%-2655.3pp | 591.07%-575.6pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,461 | $2,314-36.9% | $3,022-51.6% | $2,670-45.3% |
| Participant deferral / active EE | $2,758 | $3,318-16.9% | $4,438-37.8% | $4,125-33.1% |
| Admin fee / account holder | $7,549 | $4,112+83.6% | $5,614+34.5% | $5,651+33.6% |