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 | $51,184 | $79,944-36.0% | $98,439-48.0% | $75,163-31.9% |
| Participation rate | 51.7% | 70.4%-18.6pp | 75.2%-23.4pp | 67.2%-15.5pp |
| Annual return | 15.19% | 19.75%-4.6pp | 21.16%-6.0pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,621 | $2,264-28.4% | $3,048-46.8% | $2,670-39.3% |
| Participant deferral / active EE | $4,018 | $3,752+7.1% | $4,738-15.2% | $4,125-2.6% |
| Admin fee / account holder | $341 | $6,840-95.0% | $8,948-96.2% | $5,651-94.0% |