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 | $46,451 | $65,041-28.6% | $90,951-48.9% | $79,858-41.8% |
| Participation rate | 59.3% | 61.6%-2.3pp | 69.0%-9.7pp | 69.6%-10.3pp |
| Annual return | 19.25% | 30.45%-11.2pp | 134.60%-115.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $723 | $1,247-42.0% | $2,122-65.9% | $2,471-70.7% |
| Participant deferral / active EE | $4,403 | $2,512+75.3% | $3,373+30.5% | $3,740+17.7% |
| Admin fee / account holder | $3,612 | $4,536-20.4% | $5,959-39.4% | $5,306-31.9% |