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 | $36,293 | $44,960-19.3% | $84,966-57.3% | $74,495-51.3% |
| Participation rate | 58.2% | 49.4%+8.8pp | 67.5%-9.3pp | 67.2%-9.0pp |
| Annual return | 14.36% | 26.24%-11.9pp | 66.38%-52.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,171 | $1,457-19.6% | $2,727-57.1% | $2,623-55.4% |
| Participant deferral / active EE | $1,871 | $2,731-31.5% | $4,519-58.6% | $4,346-56.9% |
| Admin fee / account holder | $3,167 | $2,209+43.3% | $6,149-48.5% | $1,942+63.1% |