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 | $38,139 | $65,041-41.4% | $90,951-58.1% | $79,858-52.2% |
| Participation rate | 52.0% | 61.6%-9.6pp | 69.0%-17.0pp | 69.6%-17.6pp |
| Annual return | 14.38% | 30.45%-16.1pp | 134.60%-120.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,802 | $1,247+44.5% | $2,122-15.1% | $2,471-27.1% |
| Participant deferral / active EE | $2,415 | $2,512-3.9% | $3,373-28.4% | $3,740-35.4% |
| Admin fee / account holder | $3,813 | $4,536-15.9% | $5,959-36.0% | $5,306-28.1% |