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 | $48,264 | $91,190-47.1% | $178,490-73.0% | $79,858-39.6% |
| Participation rate | 67.8% | 69.2%-1.4pp | 81.9%-14.1pp | 69.6%-1.8pp |
| Annual return | 13.57% | 24.19%-10.6pp | 151.07%-137.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,567 | $3,256-51.9% | $5,011-68.7% | $2,471-36.6% |
| Participant deferral / active EE | $3,712 | $3,236+14.7% | $5,202-28.6% | $3,740-0.7% |
| Admin fee / account holder | $8,402 | $6,751+24.5% | $13,984-39.9% | $5,306+58.3% |