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 | $50,610 | $86,929-41.8% | $102,423-50.6% | $80,856-37.4% |
| Participation rate | 38.2% | 72.4%-34.1pp | 76.5%-38.3pp | 67.6%-29.4pp |
| Annual return | 11.26% | 18.88%-7.6pp | 29.32%-18.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $872 | $2,369-63.2% | $3,023-71.2% | $2,755-68.3% |
| Participant deferral / active EE | $2,327 | $4,118-43.5% | $5,053-54.0% | $4,296-45.8% |
| Admin fee / account holder | $1,309 | $8,049-83.7% | $9,451-86.2% | $6,918-81.1% |