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 | $46,659 | $95,416-51.1% | $185,823-74.9% | $85,850-45.7% |
| Participation rate | 52.2% | 68.8%-16.6pp | 81.7%-29.5pp | 69.3%-17.1pp |
| Annual return | 15.38% | 23.59%-8.2pp | 122.05%-106.7pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,079 | $3,314-67.4% | $5,167-79.1% | $2,565-57.9% |
| Participant deferral / active EE | $2,194 | $3,423-35.9% | $5,568-60.6% | $3,952-44.5% |
| Admin fee / account holder | $767 | $7,213-89.4% | $16,237-95.3% | $6,260-87.7% |