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 | $83,206 | $71,516+16.3% | $98,439-15.5% | $71,457+16.4% |
| Participation rate | 38.0% | 72.7%-34.7pp | 75.2%-37.2pp | 67.9%-30.0pp |
| Annual return | 16.48% | 32.41%-15.9pp | 21.16%-4.7pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,128 | $2,399-53.0% | $3,048-63.0% | $2,588-56.4% |
| Participant deferral / active EE | $2,017 | $4,109-50.9% | $4,738-57.4% | $4,289-53.0% |
| Admin fee / account holder | $2,389 | $1,675+42.6% | $8,948-73.3% | $1,587+50.5% |