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 | $42,782 | $91,760-53.4% | $156,181-72.6% | $67,986-37.1% |
| Participation rate | 46.8% | 65.0%-18.2pp | 78.8%-32.0pp | 57.2%-10.4pp |
| Annual return | 23.11% | 18.14%+5.0pp | 64.87%-41.8pp | 31.67%-8.6pp |
| Employer contribution / active EE | $1,553 | $2,419-35.8% | $4,294-63.8% | $2,019-23.1% |
| Participant deferral / active EE | $3,330 | $3,960-15.9% | $6,132-45.7% | $3,358-0.8% |
| Admin fee / account holder | $1,960 | $3,949-50.4% | $14,586-86.6% | $3,203-38.8% |