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 | $57,410 | $54,705+4.9% | $71,209-19.4% | $84,808-32.3% |
| Participation rate | 54.5% | 64.1%-9.5pp | 73.8%-19.2pp | 68.3%-13.8pp |
| Annual return | 21.60% | 35.90%-14.3pp | 282.51%-260.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $1,584 | $2,158-26.6% | $2,721-41.8% | $2,631-39.8% |
| Participant deferral / active EE | $2,756 | $3,030-9.1% | $4,175-34.0% | $4,212-34.6% |
| Admin fee / account holder | $947 | $4,863-80.5% | $5,349-82.3% | $7,344-87.1% |