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 | $46,330 | $86,286-46.3% | $111,297-58.4% | $85,850-46.0% |
| Participation rate | 52.5% | 73.3%-20.8pp | 77.3%-24.8pp | 69.3%-16.8pp |
| Annual return | 13.39% | 19.99%-6.6pp | 54.65%-41.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,370 | $2,043-32.9% | $2,731-49.8% | $2,565-46.6% |
| Participant deferral / active EE | $2,874 | $3,641-21.0% | $4,487-35.9% | $3,952-27.3% |
| Admin fee / account holder | $7,872 | $8,188-3.9% | $7,964-1.2% | $6,260+25.8% |