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 | $44,599 | $78,422-43.1% | $95,952-53.5% | $79,858-44.2% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 21.64% | 19.37%+2.3pp | 91.61%-70.0pp | 31.71%-10.1pp |
| Employer contribution / active EE | $1,256 | $1,945-35.4% | $2,541-50.6% | $2,471-49.2% |
| Participant deferral / active EE | $2,395 | $3,440-30.4% | $4,167-42.5% | $3,740-36.0% |
| Admin fee / account holder | $3,058 | $5,622-45.6% | $6,795-55.0% | $5,306-42.4% |