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 | $79,831 | $138,347-42.3% | $184,203-56.7% | $80,856-1.3% |
| Participation rate | 31.3% | 83.9%-52.6pp | 86.8%-55.6pp | 67.6%-36.4pp |
| Annual return | 12.22% | 20.02%-7.8pp | 28.81%-16.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,773 | $4,850-63.4% | $6,427-72.4% | $2,755-35.6% |
| Participant deferral / active EE | $5,389 | $7,071-23.8% | $9,131-41.0% | $4,296+25.5% |
| Admin fee / account holder | $5,412 | $10,483-48.4% | $13,901-61.1% | $6,918-21.8% |