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 | $49,864 | $71,057-29.8% | $93,654-46.8% | $80,874-38.3% |
| Participation rate | 53.2% | 60.4%-7.2pp | 68.7%-15.5pp | 67.6%-14.5pp |
| Annual return | 16.05% | 11.26%+4.8pp | 133.34%-117.3pp | 35.62%-19.6pp |
| Employer contribution / active EE | $2,244 | $1,564+43.5% | $2,421-7.3% | $2,756-18.6% |
| Participant deferral / active EE | $4,433 | $4,034+9.9% | $4,413+0.5% | $4,297+3.2% |
| Admin fee / account holder | $5,185 | $6,944-25.3% | $8,282-37.4% | $6,935-25.2% |