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 | $45,319 | $72,277-37.3% | $101,248-55.2% | $79,858-43.3% |
| Participation rate | 30.0% | 68.5%-38.5pp | 75.8%-45.8pp | 69.6%-39.6pp |
| Annual return | 13.05% | 22.30%-9.2pp | 46.47%-33.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,192 | $2,692-55.7% | $3,660-67.4% | $2,471-51.8% |
| Participant deferral / active EE | $1,671 | $3,282-49.1% | $4,370-61.8% | $3,740-55.3% |
| Admin fee / account holder | $6,075 | $4,400+38.1% | $5,945+2.2% | $5,306+14.5% |