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 | $43,585 | $78,422-44.4% | $95,952-54.6% | $79,858-45.4% |
| Participation rate | 32.1% | 73.5%-41.4pp | 77.1%-45.0pp | 69.6%-37.6pp |
| Annual return | 12.16% | 19.37%-7.2pp | 91.61%-79.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,204 | $1,945+13.3% | $2,541-13.2% | $2,471-10.8% |
| Participant deferral / active EE | $2,008 | $3,440-41.6% | $4,167-51.8% | $3,740-46.3% |
| Admin fee / account holder | $4,576 | $5,622-18.6% | $6,795-32.7% | $5,306-13.8% |