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 | $37,794 | $72,177-47.6% | $115,037-67.1% | $59,632-36.6% |
| Participation rate | 45.8% | 72.6%-26.8pp | 81.4%-35.6pp | 68.7%-22.9pp |
| Annual return | 12.35% | 12.02%+0.3pp | 26.14%-13.8pp | 2041.28%-2028.9pp |
| Employer contribution / active EE | $657 | $2,841-76.9% | $4,608-85.7% | $2,203-70.1% |
| Participant deferral / active EE | $3,982 | $4,783-16.7% | $6,026-33.9% | $3,192+24.8% |
| Admin fee / account holder | $6,458 | $4,927+31.1% | $8,175-21.0% | $4,297+50.3% |