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 | $52,974 | $165,912-68.1% | $122,332-56.7% | $147,584-64.1% |
| Participation rate | 47.6% | 79.6%-32.0pp | 71.6%-24.0pp | 82.8%-35.2pp |
| Annual return | 13.43% | 34.55%-21.1pp | 30.27%-16.8pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,869 | $5,754-67.5% | $4,050-53.8% | $4,876-61.7% |
| Participant deferral / active EE | $4,697 | $4,005+17.3% | $3,287+42.9% | $5,439-13.6% |
| Admin fee / account holder | $2,047 | $7,424-72.4% | $5,478-62.6% | $10,885-81.2% |