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 | $73,268 | $77,634-5.6% | $156,549-53.2% | $62,891+16.5% |
| Participation rate | 47.1% | 71.2%-24.1pp | 84.0%-37.0pp | 69.3%-22.2pp |
| Annual return | 7.60% | 50.32%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,086 | $3,444-68.5% | $5,501-80.3% | $2,281-52.4% |
| Participant deferral / active EE | $2,580 | $3,045-15.3% | $4,871-47.0% | $3,203-19.4% |
| Admin fee / account holder | $790 | $5,561-85.8% | $13,027-93.9% | $4,296-81.6% |