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 | $52,755 | $85,766-38.5% | $136,294-61.3% | $70,131-24.8% |
| Participation rate | 55.2% | 74.2%-19.0pp | 81.9%-26.7pp | 69.5%-14.4pp |
| Annual return | 15.30% | 31.45%-16.2pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,454 | $2,966-17.3% | $4,695-47.7% | $2,342+4.8% |
| Participant deferral / active EE | $8,817 | $5,051+74.5% | $6,247+41.1% | $3,332+164.6% |
| Admin fee / account holder | $19,491 | $5,420+259.6% | $9,243+110.9% | $4,645+319.6% |