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 | $41,508 | $91,552-54.7% | $133,956-69.0% | $79,858-48.0% |
| Participation rate | 47.9% | 73.3%-25.4pp | 79.8%-31.9pp | 69.6%-21.7pp |
| Annual return | 13.43% | 61.85%-48.4pp | 45.09%-31.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,370 | $2,384-42.5% | $3,919-65.1% | $2,471-44.6% |
| Participant deferral / active EE | $2,475 | $3,733-33.7% | $5,048-51.0% | $3,740-33.8% |
| Admin fee / account holder | $4,864 | $6,321-23.1% | $8,927-45.5% | $5,306-8.3% |