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 | $31,874 | $65,395-51.3% | $182,532-82.5% | $72,985-56.3% |
| Participation rate | 52.0% | 65.4%-13.4pp | 78.0%-26.0pp | 69.5%-17.5pp |
| Annual return | 32.83% | 27.68%+5.1pp | 148.54%-115.7pp | 81.00%-48.2pp |
| Employer contribution / active EE | $1,128 | $1,911-41.0% | $4,076-72.3% | $2,440-53.8% |
| Participant deferral / active EE | $4,555 | $3,563+27.9% | $5,524-17.5% | $3,607+26.3% |
| Admin fee / account holder | $5,244 | $4,245+23.5% | $8,592-39.0% | $5,124+2.3% |