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 | $56,603 | $58,926-3.9% | $97,226-41.8% | $74,495-24.0% |
| Participation rate | 53.4% | 63.5%-10.1pp | 72.7%-19.3pp | 67.2%-13.8pp |
| Annual return | 15.10% | 16.04%-0.9pp | 75.13%-60.0pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,167 | $1,894-38.4% | $2,729-57.2% | $2,623-55.5% |
| Participant deferral / active EE | $2,339 | $3,664-36.2% | $4,264-45.1% | $4,346-46.2% |
| Admin fee / account holder | $2,324 | $1,974+17.8% | $5,654-58.9% | $1,942+19.7% |