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 | $48,789 | $77,899-37.4% | $149,673-67.4% | $75,163-35.1% |
| Participation rate | 41.5% | 65.6%-24.1pp | 78.8%-37.3pp | 67.2%-25.7pp |
| Annual return | 13.50% | 31.72%-18.2pp | 134.42%-120.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,331 | $3,137-57.6% | $4,818-72.4% | $2,670-50.1% |
| Participant deferral / active EE | $2,425 | $3,411-28.9% | $5,680-57.3% | $4,125-41.2% |
| Admin fee / account holder | $9,903 | $5,956+66.3% | $13,210-25.0% | $5,651+75.3% |