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 | $52,870 | $93,571-43.5% | $135,903-61.1% | $75,163-29.7% |
| Participation rate | 49.1% | 75.2%-26.1pp | 81.9%-32.9pp | 67.2%-18.1pp |
| Annual return | 18.98% | 30.90%-11.9pp | 68.23%-49.3pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,504 | $3,537-57.5% | $4,856-69.0% | $2,670-43.7% |
| Participant deferral / active EE | $5,829 | $6,404-9.0% | $7,758-24.9% | $4,125+41.3% |
| Admin fee / account holder | $4,250 | $6,975-39.1% | $10,762-60.5% | $5,651-24.8% |