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 | $48,035 | $78,485-38.8% | $106,213-54.8% | $74,495-35.5% |
| Participation rate | 42.1% | 72.8%-30.8pp | 75.3%-33.2pp | 67.2%-25.1pp |
| Annual return | 13.72% | 15.95%-2.2pp | 116.14%-102.4pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,189 | $2,523-52.9% | $3,171-62.5% | $2,623-54.7% |
| Participant deferral / active EE | $2,282 | $4,322-47.2% | $5,016-54.5% | $4,346-47.5% |
| Admin fee / account holder | $2,032 | $2,232-8.9% | $11,033-81.6% | $1,942+4.7% |