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 | $40,415 | $53,777-24.8% | $134,143-69.9% | $79,858-49.4% |
| Participation rate | 50.0% | 58.8%-8.8pp | 72.2%-22.2pp | 69.6%-19.6pp |
| Annual return | 22.55% | 19.01%+3.5pp | 36.33%-13.8pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,178 | $1,321-10.8% | $3,704-68.2% | $2,471-52.3% |
| Participant deferral / active EE | $3,005 | $2,420+24.2% | $3,499-14.1% | $3,740-19.7% |
| Admin fee / account holder | $9,885 | $3,984+148.1% | $6,684+47.9% | $5,306+86.3% |