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 | $47,815 | $80,724-40.8% | $103,333-53.7% | $74,495-35.8% |
| Participation rate | 40.0% | 65.7%-25.7pp | 74.5%-34.5pp | 67.2%-27.2pp |
| Annual return | 31.38% | 27.56%+3.8pp | 24.88%+6.5pp | 1364.94%-1333.6pp |
| Employer contribution / active EE | $848 | $3,157-73.1% | $3,868-78.1% | $2,623-67.7% |
| Participant deferral / active EE | $2,548 | $3,860-34.0% | $5,057-49.6% | $4,346-41.4% |
| Admin fee / account holder | $9,791 | $2,368+313.5% | $8,355+17.2% | $1,942+404.2% |