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 | $45,772 | $68,547-33.2% | $120,354-62.0% | $80,856-43.4% |
| Participation rate | 48.4% | 61.6%-13.2pp | 71.9%-23.5pp | 67.6%-19.3pp |
| Annual return | 17.43% | 23.60%-6.2pp | 107.15%-89.7pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,262 | $2,051-38.5% | $3,463-63.6% | $2,755-54.2% |
| Participant deferral / active EE | $2,311 | $3,173-27.2% | $4,991-53.7% | $4,296-46.2% |
| Admin fee / account holder | $445 | $5,732-92.2% | $9,423-95.3% | $6,918-93.6% |