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 | $63,941 | $81,248-21.3% | $155,509-58.9% | $80,856-20.9% |
| Participation rate | 62.3% | 66.2%-3.9pp | 78.2%-15.9pp | 67.6%-5.3pp |
| Annual return | 15.05% | 33.31%-18.3pp | 64.67%-49.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,062 | $3,100-33.5% | $4,672-55.9% | $2,755-25.1% |
| Participant deferral / active EE | $3,363 | $3,452-2.6% | $5,626-40.2% | $4,296-21.7% |
| Admin fee / account holder | $1,556 | $7,997-80.5% | $15,912-90.2% | $6,918-77.5% |