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 | $54,396 | $49,922+9.0% | $80,569-32.5% | $75,163-27.6% |
| Participation rate | 47.9% | 55.3%-7.4pp | 67.0%-19.1pp | 67.2%-19.3pp |
| Annual return | 15.89% | 34.69%-18.8pp | 935.43%-919.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,372 | $1,698-19.2% | $2,723-49.6% | $2,670-48.6% |
| Participant deferral / active EE | $3,686 | $2,990+23.2% | $4,447-17.1% | $4,125-10.7% |
| Admin fee / account holder | $1,104 | $3,577-69.1% | $5,377-79.5% | $5,651-80.5% |