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 | $64,467 | $81,248-20.7% | $155,509-58.5% | $80,856-20.3% |
| Participation rate | 44.1% | 66.2%-22.1pp | 78.2%-34.1pp | 67.6%-23.5pp |
| Annual return | 13.95% | 33.31%-19.4pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,135 | $3,100-63.4% | $4,672-75.7% | $2,755-58.8% |
| Participant deferral / active EE | $2,880 | $3,452-16.6% | $5,626-48.8% | $4,296-33.0% |
| Admin fee / account holder | $5,007 | $7,997-37.4% | $15,912-68.5% | $6,918-27.6% |