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 | $47,782 | $65,365-26.9% | $92,893-48.6% | $72,985-34.5% |
| Participation rate | 44.7% | 68.3%-23.6pp | 76.0%-31.3pp | 69.5%-24.8pp |
| Annual return | 21.52% | 42.10%-20.6pp | 109.41%-87.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,587 | $2,594-38.8% | $3,653-56.6% | $2,440-35.0% |
| Participant deferral / active EE | $3,047 | $3,128-2.6% | $4,236-28.1% | $3,607-15.5% |
| Admin fee / account holder | $2,674 | $4,251-37.1% | $5,794-53.8% | $5,124-47.8% |