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 | $65,696 | $52,279+25.7% | $89,391-26.5% | $79,858-17.7% |
| Participation rate | 54.8% | 57.5%-2.8pp | 68.0%-13.2pp | 69.6%-14.9pp |
| Annual return | 13.43% | 22.16%-8.7pp | 245.62%-232.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,216 | $1,572-22.7% | $2,586-53.0% | $2,471-50.8% |
| Participant deferral / active EE | $2,112 | $2,740-22.9% | $3,890-45.7% | $3,740-43.5% |
| Admin fee / account holder | $6,132 | $3,356+82.7% | $4,881+25.6% | $5,306+15.6% |