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 | $68,470 | $52,279+31.0% | $89,391-23.4% | $79,858-14.3% |
| Participation rate | 56.7% | 57.5%-0.8pp | 68.0%-11.3pp | 69.6%-12.9pp |
| Annual return | 12.15% | 22.16%-10.0pp | 245.62%-233.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,614 | $1,572+2.7% | $2,586-37.6% | $2,471-34.7% |
| Participant deferral / active EE | $2,918 | $2,740+6.5% | $3,890-25.0% | $3,740-22.0% |
| Admin fee / account holder | $18,473 | $3,356+450.4% | $4,881+278.4% | $5,306+248.1% |