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 | $51,424 | $49,922+3.0% | $80,569-36.2% | $75,163-31.6% |
| Participation rate | 43.8% | 55.3%-11.6pp | 67.0%-23.2pp | 67.2%-23.4pp |
| Annual return | 18.04% | 34.69%-16.6pp | 935.43%-917.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $798 | $1,698-53.0% | $2,723-70.7% | $2,670-70.1% |
| Participant deferral / active EE | $2,234 | $2,990-25.3% | $4,447-49.8% | $4,125-45.8% |
| Admin fee / account holder | $900 | $3,577-74.8% | $5,377-83.3% | $5,651-84.1% |