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 | $32,424 | $54,705-40.7% | $71,209-54.5% | $84,808-61.8% |
| Participation rate | 48.9% | 64.1%-15.1pp | 73.8%-24.8pp | 68.3%-19.4pp |
| Annual return | 47.51% | 35.90%+11.6pp | 282.51%-235.0pp | 40.90%+6.6pp |
| Employer contribution / active EE | $1,947 | $2,158-9.8% | $2,721-28.4% | $2,631-26.0% |
| Participant deferral / active EE | $3,080 | $3,030+1.6% | $4,175-26.2% | $4,212-26.9% |
| Admin fee / account holder | $3,848 | $4,863-20.9% | $5,349-28.1% | $7,344-47.6% |