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 | $30,284 | $77,634-61.0% | $156,549-80.7% | $62,891-51.8% |
| Participation rate | 48.0% | 71.2%-23.2pp | 84.0%-36.0pp | 69.3%-21.3pp |
| Annual return | 7.14% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,821 | $3,444-47.1% | $5,501-66.9% | $2,281-20.2% |
| Participant deferral / active EE | $3,414 | $3,045+12.1% | $4,871-29.9% | $3,203+6.6% |
| Admin fee / account holder | $7,459 | $5,561+34.1% | $13,027-42.7% | $4,296+73.6% |