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 | $47,087 | $87,870-46.4% | $113,168-58.4% | $74,304-36.6% |
| Participation rate | 54.0% | 70.7%-16.8pp | 76.6%-22.6pp | 60.3%-6.4pp |
| Annual return | 38.62% | 26.44%+12.2pp | 24.27%+14.3pp | 29.43%+9.2pp |
| Employer contribution / active EE | $1,490 | $2,277-34.6% | $2,975-49.9% | $2,241-33.5% |
| Participant deferral / active EE | $2,997 | $4,241-29.3% | $5,107-41.3% | $3,767-20.4% |
| Admin fee / account holder | $4,021 | $3,368+19.4% | $12,068-66.7% | $2,969+35.5% |