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 | $43,438 | $65,041-33.2% | $90,951-52.2% | $79,858-45.6% |
| Participation rate | 48.8% | 61.6%-12.8pp | 69.0%-20.2pp | 69.6%-20.9pp |
| Annual return | 17.81% | 30.45%-12.6pp | 134.60%-116.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,444 | $1,247+96.0% | $2,122+15.2% | $2,471-1.1% |
| Participant deferral / active EE | $3,990 | $2,512+58.9% | $3,373+18.3% | $3,740+6.7% |
| Admin fee / account holder | $9,013 | $4,536+98.7% | $5,959+51.3% | $5,306+69.8% |