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 | $47,819 | $83,477-42.7% | $125,175-61.8% | $72,985-34.5% |
| Participation rate | 61.5% | 73.3%-11.8pp | 79.8%-18.2pp | 69.5%-7.9pp |
| Annual return | 23.58% | 25.78%-2.2pp | 43.79%-20.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,241 | $2,345-47.1% | $3,865-67.9% | $2,440-49.1% |
| Participant deferral / active EE | $2,864 | $3,585-20.1% | $4,937-42.0% | $3,607-20.6% |
| Admin fee / account holder | $2,429 | $5,517-56.0% | $9,702-75.0% | $5,124-52.6% |