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 | $45,318 | $58,208-22.1% | $81,812-44.6% | $80,856-44.0% |
| Participation rate | 54.9% | 63.4%-8.5pp | 72.3%-17.5pp | 67.6%-12.8pp |
| Annual return | 17.41% | 41.66%-24.2pp | 773.79%-756.4pp | 35.59%-18.2pp |
| Employer contribution / active EE | $2,551 | $2,340+9.0% | $2,912-12.4% | $2,755-7.4% |
| Participant deferral / active EE | $4,093 | $3,281+24.8% | $4,319-5.2% | $4,296-4.7% |
| Admin fee / account holder | $8,059 | $4,981+61.8% | $7,386+9.1% | $6,918+16.5% |