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 | $45,142 | $53,516-15.6% | $126,539-64.3% | $84,808-46.8% |
| Participation rate | 50.0% | 58.2%-8.2pp | 69.8%-19.8pp | 68.3%-18.3pp |
| Annual return | 14.43% | 58.34%-43.9pp | 425.95%-411.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,457 | $1,535-5.0% | $3,674-60.3% | $2,631-44.6% |
| Participant deferral / active EE | $2,810 | $2,671+5.2% | $4,083-31.2% | $4,212-33.3% |
| Admin fee / account holder | $2,741 | $4,497-39.0% | $6,065-54.8% | $7,344-62.7% |