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 | $44,671 | $95,416-53.2% | $185,823-76.0% | $85,850-48.0% |
| Participation rate | 52.0% | 68.8%-16.8pp | 81.7%-29.7pp | 69.3%-17.3pp |
| Annual return | 14.75% | 23.59%-8.8pp | 122.05%-107.3pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,106 | $3,314-36.4% | $5,167-59.2% | $2,565-17.9% |
| Participant deferral / active EE | $3,552 | $3,423+3.8% | $5,568-36.2% | $3,952-10.1% |
| Admin fee / account holder | $731 | $7,213-89.9% | $16,237-95.5% | $6,260-88.3% |