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 | $43,129 | $89,753-51.9% | $107,525-59.9% | $84,808-49.1% |
| Participation rate | 35.3% | 68.1%-32.8pp | 75.1%-39.8pp | 68.3%-33.0pp |
| Annual return | 18.20% | 29.48%-11.3pp | 181.32%-163.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,834 | $3,113-41.1% | $3,754-51.1% | $2,631-30.3% |
| Participant deferral / active EE | $3,105 | $4,056-23.4% | $5,116-39.3% | $4,212-26.3% |
| Admin fee / account holder | $3,343 | $7,222-53.7% | $8,919-62.5% | $7,344-54.5% |