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 | $60,636 | $52,519+15.5% | $155,790-61.1% | $59,632+1.7% |
| Participation rate | 43.3% | 61.7%-18.4pp | 76.1%-32.8pp | 68.7%-25.3pp |
| Annual return | 2.28% | 53.51%-51.2pp | 71.54%-69.3pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $1,133 | $1,589-28.7% | $3,836-70.5% | $2,203-48.6% |
| Participant deferral / active EE | $2,608 | $3,084-15.5% | $4,797-45.6% | $3,192-18.3% |
| Admin fee / account holder | $18,450 | $3,540+421.2% | $7,478+146.7% | $4,297+329.4% |