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 | $53,772 | $102,317-47.4% | $146,958-63.4% | $80,856-33.5% |
| Participation rate | 66.1% | 75.8%-9.7pp | 82.2%-16.1pp | 67.6%-1.5pp |
| Annual return | 14.02% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,287 | $3,713-38.4% | $4,933-53.6% | $2,755-17.0% |
| Participant deferral / active EE | $3,965 | $6,644-40.3% | $8,070-50.9% | $4,296-7.7% |
| Admin fee / account holder | $7,269 | $7,941-8.5% | $12,998-44.1% | $6,918+5.1% |