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 | $45,294 | $71,057-36.3% | $93,654-51.6% | $80,874-44.0% |
| Participation rate | 40.0% | 60.4%-20.4pp | 68.7%-28.7pp | 67.6%-27.6pp |
| Annual return | 14.16% | 11.26%+2.9pp | 133.34%-119.2pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,634 | $1,564+4.5% | $2,421-32.5% | $2,756-40.7% |
| Participant deferral / active EE | $2,028 | $4,034-49.7% | $4,413-54.1% | $4,297-52.8% |
| Admin fee / account holder | $1,327 | $6,944-80.9% | $8,282-84.0% | $6,935-80.9% |