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 | $51,562 | $106,890-51.8% | $84,015-38.6% | $152,861-66.3% |
| Participation rate | 53.8% | 75.2%-21.4pp | 69.0%-15.2pp | 82.4%-28.6pp |
| Annual return | 21.00% | 104.99%-84.0pp | 71.31%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,203 | $2,734-19.4% | $1,983+11.1% | $4,762-53.7% |
| Participant deferral / active EE | $3,453 | $4,011-13.9% | $3,239+6.6% | $5,850-41.0% |
| Admin fee / account holder | $16,434 | $8,285+98.4% | $6,101+169.4% | $11,596+41.7% |