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 | $41,521 | $101,724-59.2% | $164,813-74.8% | $80,856-48.6% |
| Participation rate | 42.4% | 71.8%-29.5pp | 78.6%-36.3pp | 67.6%-25.3pp |
| Annual return | 52.49% | 16.72%+35.8pp | 69.93%-17.4pp | 35.59%+16.9pp |
| Employer contribution / active EE | $1,579 | $2,953-46.6% | $4,341-63.6% | $2,755-42.7% |
| Participant deferral / active EE | $2,417 | $4,477-46.0% | $6,031-59.9% | $4,296-43.7% |
| Admin fee / account holder | $4,081 | $8,227-50.4% | $12,690-67.8% | $6,918-41.0% |