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 | $49,783 | $65,365-23.8% | $92,893-46.4% | $72,985-31.8% |
| Participation rate | 56.7% | 68.3%-11.6pp | 76.0%-19.3pp | 69.5%-12.8pp |
| Annual return | 23.90% | 42.10%-18.2pp | 109.41%-85.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $1,852 | $2,594-28.6% | $3,653-49.3% | $2,440-24.1% |
| Participant deferral / active EE | $4,503 | $3,128+44.0% | $4,236+6.3% | $3,607+24.8% |
| Admin fee / account holder | $886 | $4,251-79.2% | $5,794-84.7% | $5,124-82.7% |