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 | $46,243 | $98,750-53.2% | $149,696-69.1% | $79,858-42.1% |
| Participation rate | 51.6% | 75.8%-24.2pp | 82.5%-30.9pp | 69.6%-18.0pp |
| Annual return | 14.12% | 27.43%-13.3pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,647 | $3,216-48.8% | $4,644-64.5% | $2,471-33.3% |
| Participant deferral / active EE | $3,883 | $5,680-31.6% | $6,842-43.2% | $3,740+3.8% |
| Admin fee / account holder | $3,296 | $6,053-45.5% | $9,309-64.6% | $5,306-37.9% |