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 | $41,442 | $68,547-39.5% | $120,354-65.6% | $80,856-48.7% |
| Participation rate | 44.4% | 61.6%-17.2pp | 71.9%-27.5pp | 67.6%-23.2pp |
| Annual return | 12.85% | 23.60%-10.8pp | 107.15%-94.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,091 | $2,051-46.8% | $3,463-68.5% | $2,755-60.4% |
| Participant deferral / active EE | $2,116 | $3,173-33.3% | $4,991-57.6% | $4,296-50.7% |
| Admin fee / account holder | $904 | $5,732-84.2% | $9,423-90.4% | $6,918-86.9% |