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 | $46,040 | $48,230-4.5% | $67,502-31.8% | $80,856-43.1% |
| Participation rate | 47.5% | 66.4%-18.8pp | 72.9%-25.3pp | 67.6%-20.1pp |
| Annual return | 15.57% | 18.28%-2.7pp | 3512.12%-3496.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,474 | $2,020-27.0% | $2,731-46.0% | $2,755-46.5% |
| Participant deferral / active EE | $3,287 | $2,924+12.4% | $4,000-17.8% | $4,296-23.5% |
| Admin fee / account holder | $5,471 | $3,681+48.6% | $3,998+36.9% | $6,918-20.9% |