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 | $54,138 | $89,753-39.7% | $107,525-49.7% | $84,808-36.2% |
| Participation rate | 45.5% | 68.1%-22.6pp | 75.1%-29.6pp | 68.3%-22.9pp |
| Annual return | 17.27% | 29.48%-12.2pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,870 | $3,113-7.8% | $3,754-23.5% | $2,631+9.1% |
| Participant deferral / active EE | $5,845 | $4,056+44.1% | $5,116+14.2% | $4,212+38.8% |
| Admin fee / account holder | $9,989 | $7,222+38.3% | $8,919+12.0% | $7,344+36.0% |