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 | $48,527 | $65,365-25.8% | $92,893-47.8% | $72,985-33.5% |
| Participation rate | 54.8% | 68.3%-13.5pp | 76.0%-21.2pp | 69.5%-14.6pp |
| Annual return | 19.35% | 42.10%-22.8pp | 109.41%-90.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,083 | $2,594-58.3% | $3,653-70.4% | $2,440-55.6% |
| Participant deferral / active EE | $2,628 | $3,128-16.0% | $4,236-38.0% | $3,607-27.2% |
| Admin fee / account holder | $8,081 | $4,251+90.1% | $5,794+39.5% | $5,124+57.7% |