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 | $38,765 | $87,013-55.4% | $106,213-63.5% | $80,856-52.1% |
| Participation rate | 64.7% | 70.4%-5.7pp | 75.3%-10.6pp | 67.6%-2.9pp |
| Annual return | 10.37% | 17.05%-6.7pp | 116.14%-105.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,213 | $2,395-49.3% | $3,171-61.7% | $2,755-56.0% |
| Participant deferral / active EE | $2,275 | $3,986-42.9% | $5,016-54.6% | $4,296-47.0% |
| Admin fee / account holder | $2,032 | $8,431-75.9% | $11,033-81.6% | $6,918-70.6% |