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 | $47,160 | $76,670-38.5% | $96,683-51.2% | $71,457-34.0% |
| Participation rate | 51.2% | 66.6%-15.4pp | 74.3%-23.1pp | 67.9%-16.7pp |
| Annual return | 19.55% | 48.29%-28.7pp | 35.69%-16.1pp | 28.85%-9.3pp |
| Employer contribution / active EE | $1,495 | $3,031-50.7% | $3,737-60.0% | $2,588-42.2% |
| Participant deferral / active EE | $2,644 | $3,771-29.9% | $4,878-45.8% | $4,289-38.3% |
| Admin fee / account holder | $3,424 | $2,028+68.8% | $6,730-49.1% | $1,587+115.7% |