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 7-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 | $48,029 | $53,822-10.8% | $75,696-36.5% | $85,850-44.1% |
| Participation rate | 68.8% | 69.1%-0.3pp | 74.8%-6.1pp | 69.3%-0.6pp |
| Annual return | 16.11% | 24.54%-8.4pp | 104.53%-88.4pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,372 | $2,017-32.0% | $2,743-50.0% | $2,565-46.5% |
| Participant deferral / active EE | $2,593 | $2,895-10.4% | $3,821-32.1% | $3,952-34.4% |
| Admin fee / account holder | $12,610 | $3,343+277.2% | $3,619+248.4% | $6,260+101.4% |