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 | $43,382 | $77,899-44.3% | $149,673-71.0% | $75,163-42.3% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 18.67% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,743 | $3,137-44.5% | $4,818-63.8% | $2,670-34.7% |
| Participant deferral / active EE | $3,577 | $3,411+4.9% | $5,680-37.0% | $4,125-13.3% |
| Admin fee / account holder | $6,720 | $5,956+12.8% | $13,210-49.1% | $5,651+18.9% |