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 | $53,274 | $89,355-40.4% | $141,162-62.3% | $72,985-27.0% |
| Participation rate | 48.1% | 75.1%-27.0pp | 82.5%-34.3pp | 69.5%-21.3pp |
| Annual return | 21.61% | 111.85%-90.2pp | 71.39%-49.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,484 | $3,114-52.3% | $4,735-68.7% | $2,440-39.2% |
| Participant deferral / active EE | $3,484 | $5,418-35.7% | $6,709-48.1% | $3,607-3.4% |
| Admin fee / account holder | $756 | $5,958-87.3% | $10,261-92.6% | $5,124-85.2% |