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 | $46,350 | $101,724-54.4% | $164,813-71.9% | $80,856-42.7% |
| Participation rate | 62.1% | 71.8%-9.8pp | 78.6%-16.5pp | 67.6%-5.6pp |
| Annual return | 15.17% | 16.72%-1.5pp | 69.93%-54.8pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,870 | $2,953-36.7% | $4,341-56.9% | $2,755-32.1% |
| Participant deferral / active EE | $5,022 | $4,477+12.2% | $6,031-16.7% | $4,296+16.9% |
| Admin fee / account holder | $11,719 | $8,227+42.4% | $12,690-7.6% | $6,918+69.4% |