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 | $42,465 | $78,422-45.9% | $95,952-55.7% | $79,858-46.8% |
| Participation rate | 56.1% | 73.5%-17.3pp | 77.1%-20.9pp | 69.6%-13.5pp |
| Annual return | 13.15% | 19.37%-6.2pp | 91.61%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,283 | $1,945-34.0% | $2,541-49.5% | $2,471-48.1% |
| Participant deferral / active EE | $2,746 | $3,440-20.2% | $4,167-34.1% | $3,740-26.6% |
| Admin fee / account holder | $645 | $5,622-88.5% | $6,795-90.5% | $5,306-87.8% |