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 | $60,852 | $63,346-3.9% | $92,233-34.0% | $70,131-13.2% |
| Participation rate | 59.3% | 68.7%-9.4pp | 76.5%-17.2pp | 69.5%-10.3pp |
| Annual return | 13.33% | 530.12%-516.8pp | 176.28%-163.0pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,412 | $2,471-42.9% | $3,679-61.6% | $2,342-39.7% |
| Participant deferral / active EE | $2,991 | $2,854+4.8% | $3,897-23.3% | $3,332-10.2% |
| Admin fee / account holder | $11,093 | $3,840+188.9% | $5,194+113.6% | $4,645+138.8% |