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 | $45,810 | $76,670-40.3% | $96,683-52.6% | $71,457-35.9% |
| Participation rate | 30.8% | 66.6%-35.8pp | 74.3%-43.5pp | 67.9%-37.1pp |
| Annual return | 24.29% | 48.29%-24.0pp | 35.69%-11.4pp | 28.85%-4.6pp |
| Employer contribution / active EE | $1,011 | $3,031-66.6% | $3,737-72.9% | $2,588-60.9% |
| Participant deferral / active EE | $2,283 | $3,771-39.5% | $4,878-53.2% | $4,289-46.8% |
| Admin fee / account holder | $6,741 | $2,028+232.4% | $6,730+0.2% | $1,587+324.7% |