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 | $44,801 | $89,698-50.1% | $103,476-56.7% | $80,856-44.6% |
| Participation rate | 43.1% | 76.0%-32.9pp | 80.5%-37.4pp | 67.6%-24.6pp |
| Annual return | 59.28% | 22.78%+36.5pp | 23.90%+35.4pp | 35.59%+23.7pp |
| Employer contribution / active EE | $1,943 | $4,018-51.6% | $4,672-58.4% | $2,755-29.5% |
| Participant deferral / active EE | $1,815 | $5,456-66.7% | $6,623-72.6% | $4,296-57.8% |
| Admin fee / account holder | $4,349 | $6,768-35.7% | $9,413-53.8% | $6,918-37.1% |