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 | $51,494 | $56,060-8.1% | $76,002-32.2% | $80,874-36.3% |
| Participation rate | 52.4% | 62.0%-9.7pp | 69.1%-16.7pp | 67.6%-15.3pp |
| Annual return | 10.61% | 20.54%-9.9pp | 360.07%-349.5pp | 35.62%-25.0pp |
| Employer contribution / active EE | $1,535 | $1,873-18.1% | $2,688-42.9% | $2,756-44.3% |
| Participant deferral / active EE | $2,285 | $3,051-25.1% | $4,257-46.3% | $4,297-46.8% |
| Admin fee / account holder | $2,469 | $5,237-52.9% | $6,414-61.5% | $6,935-64.4% |