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 | $44,933 | $81,248-44.7% | $155,509-71.1% | $80,856-44.4% |
| Participation rate | 53.4% | 66.2%-12.8pp | 78.2%-24.7pp | 67.6%-14.2pp |
| Annual return | 10.63% | 33.31%-22.7pp | 64.67%-54.0pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,460 | $3,100-52.9% | $4,672-68.7% | $2,755-47.0% |
| Participant deferral / active EE | $4,435 | $3,452+28.5% | $5,626-21.2% | $4,296+3.2% |
| Admin fee / account holder | $2,257 | $7,997-71.8% | $15,912-85.8% | $6,918-67.4% |