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 | $47,828 | $60,124-20.5% | $90,404-47.1% | $79,858-40.1% |
| Participation rate | 62.5% | 65.0%-2.5pp | 72.7%-10.2pp | 69.6%-7.1pp |
| Annual return | 12.28% | 71.94%-59.7pp | 1293.02%-1280.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,101 | $2,068-46.8% | $3,262-66.3% | $2,471-55.4% |
| Participant deferral / active EE | $3,169 | $2,938+7.8% | $3,963-20.1% | $3,740-15.3% |
| Admin fee / account holder | $11,811 | $3,976+197.0% | $5,611+110.5% | $5,306+122.6% |