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 | $48,691 | $77,899-37.5% | $149,673-67.5% | $75,163-35.2% |
| Participation rate | 52.5% | 65.6%-13.1pp | 78.8%-26.3pp | 67.2%-14.7pp |
| Annual return | 14.89% | 31.72%-16.8pp | 134.42%-119.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,273 | $3,137-59.4% | $4,818-73.6% | $2,670-52.3% |
| Participant deferral / active EE | $3,275 | $3,411-4.0% | $5,680-42.3% | $4,125-20.6% |
| Admin fee / account holder | $11,549 | $5,956+93.9% | $13,210-12.6% | $5,651+104.4% |