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 | $54,552 | $45,152+20.8% | $73,843-26.1% | $59,632-8.5% |
| Participation rate | 63.8% | 64.0%-0.2pp | 73.4%-9.6pp | 68.7%-4.8pp |
| Annual return | 3.59% | 27.40%-23.8pp | 2267.84%-2264.2pp | 2041.28%-2037.7pp |
| Employer contribution / active EE | $1,660 | $1,902-12.7% | $2,787-40.4% | $2,203-24.6% |
| Participant deferral / active EE | $3,609 | $2,574+40.2% | $3,583+0.7% | $3,192+13.1% |
| Admin fee / account holder | $2,099 | $3,516-40.3% | $4,880-57.0% | $4,297-51.1% |