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 | $58,060 | $73,933-21.5% | $96,683-39.9% | $75,163-22.8% |
| Participation rate | 47.8% | 66.4%-18.6pp | 74.3%-26.5pp | 67.2%-19.4pp |
| Annual return | 18.99% | 26.70%-7.7pp | 35.69%-16.7pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,334 | $2,928-54.4% | $3,737-64.3% | $2,670-50.0% |
| Participant deferral / active EE | $2,911 | $3,659-20.4% | $4,878-40.3% | $4,125-29.4% |
| Admin fee / account holder | $809 | $5,216-84.5% | $6,730-88.0% | $5,651-85.7% |