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 | $54,609 | $58,208-6.2% | $81,812-33.2% | $80,856-32.5% |
| Participation rate | 60.5% | 63.4%-2.9pp | 72.3%-11.8pp | 67.6%-7.1pp |
| Annual return | 14.19% | 41.66%-27.5pp | 773.79%-759.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,656 | $2,340+13.5% | $2,912-8.8% | $2,755-3.6% |
| Participant deferral / active EE | $2,865 | $3,281-12.7% | $4,319-33.7% | $4,296-33.3% |
| Admin fee / account holder | $5,187 | $4,981+4.1% | $7,386-29.8% | $6,918-25.0% |