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 | $32,379 | $99,079-67.3% | $77,999-58.5% | $273,961-88.2% |
| Participation rate | 61.5% | 78.6%-17.0pp | 75.5%-14.0pp | 83.0%-21.5pp |
| Annual return | 6.96% | 217.93%-211.0pp | 425.96%-419.0pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,157 | $3,308-34.8% | $2,470-12.7% | $4,869-55.7% |
| Participant deferral / active EE | $4,545 | $4,306+5.6% | $3,497+30.0% | $5,287-14.0% |
| Admin fee / account holder | $613 | $8,954-93.2% | $5,480-88.8% | $10,132-93.9% |