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 | $45,304 | $91,552-50.5% | $133,956-66.2% | $79,858-43.3% |
| Participation rate | 64.0% | 73.3%-9.3pp | 79.8%-15.8pp | 69.6%-5.6pp |
| Annual return | 10.40% | 61.85%-51.4pp | 45.09%-34.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,519 | $2,384-36.3% | $3,919-61.2% | $2,471-38.5% |
| Participant deferral / active EE | $3,276 | $3,733-12.2% | $5,048-35.1% | $3,740-12.4% |
| Admin fee / account holder | $9,674 | $6,321+53.1% | $8,927+8.4% | $5,306+82.3% |