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 | $42,036 | $51,576-18.5% | $129,207-67.5% | $80,856-48.0% |
| Participation rate | 50.0% | 57.0%-7.0pp | 69.6%-19.6pp | 67.6%-17.6pp |
| Annual return | 14.85% | 20.81%-6.0pp | 9417.33%-9402.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,386 | $1,584-12.5% | $4,153-66.6% | $2,755-49.7% |
| Participant deferral / active EE | $2,726 | $2,669+2.1% | $4,168-34.6% | $4,296-36.5% |
| Admin fee / account holder | $2,901 | $4,305-32.6% | $7,715-62.4% | $6,918-58.1% |