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 | $58,066 | $60,261-3.6% | $81,783-29.0% | $74,546-22.1% |
| Participation rate | 56.6% | 62.9%-6.3pp | 72.4%-15.8pp | 67.2%-10.7pp |
| Annual return | 12.15% | 16.88%-4.7pp | 775.05%-762.9pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $1,216 | $2,622-53.6% | $2,913-58.2% | $2,624-53.6% |
| Participant deferral / active EE | $3,909 | $3,388+15.4% | $4,320-9.5% | $4,347-10.1% |
| Admin fee / account holder | $7,021 | $1,482+373.6% | $7,380-4.9% | $1,944+261.2% |