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 | $43,598 | $91,552-52.4% | $133,956-67.5% | $79,858-45.4% |
| Participation rate | 63.0% | 73.3%-10.3pp | 79.8%-16.8pp | 69.6%-6.6pp |
| Annual return | 13.11% | 61.85%-48.7pp | 45.09%-32.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,479 | $2,384-38.0% | $3,919-62.3% | $2,471-40.1% |
| Participant deferral / active EE | $2,044 | $3,733-45.2% | $5,048-59.5% | $3,740-45.3% |
| Admin fee / account holder | $8,217 | $6,321+30.0% | $8,927-7.9% | $5,306+54.9% |