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 | $45,137 | $88,581-49.0% | $145,661-69.0% | $74,304-39.3% |
| Participation rate | 38.5% | 64.9%-26.4pp | 77.2%-38.7pp | 60.3%-21.8pp |
| Annual return | 18.09% | 34.30%-16.2pp | 101.46%-83.4pp | 29.43%-11.3pp |
| Employer contribution / active EE | $1,044 | $2,612-60.0% | $4,238-75.4% | $2,241-53.4% |
| Participant deferral / active EE | $1,582 | $4,151-61.9% | $7,198-78.0% | $3,767-58.0% |
| Admin fee / account holder | $4,040 | $2,953+36.8% | $12,466-67.6% | $2,969+36.1% |