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 | $47,776 | $135,952-64.9% | $123,892-61.4% | $273,961-82.6% |
| Participation rate | 53.8% | 84.1%-30.2pp | 81.4%-27.6pp | 83.0%-29.2pp |
| Annual return | 6.84% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,903 | $5,170-63.2% | $4,617-58.8% | $4,869-60.9% |
| Participant deferral / active EE | $4,176 | $6,343-34.2% | $5,984-30.2% | $5,287-21.0% |
| Admin fee / account holder | $26,281 | $9,817+167.7% | $8,357+214.5% | $10,132+159.4% |