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 | $53,303 | $49,173+8.4% | $121,098-56.0% | $75,163-29.1% |
| Participation rate | 50.0% | 55.4%-5.4pp | 69.5%-19.5pp | 67.2%-17.2pp |
| Annual return | 19.04% | 55.99%-37.0pp | 985.75%-966.7pp | 160.62%-141.6pp |
| Employer contribution / active EE | $932 | $1,546-39.7% | $4,164-77.6% | $2,670-65.1% |
| Participant deferral / active EE | $2,733 | $2,628+4.0% | $4,080-33.0% | $4,125-33.8% |
| Admin fee / account holder | $7,658 | $3,942+94.3% | $5,644+35.7% | $5,651+35.5% |