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 | $53,210 | $86,286-38.3% | $111,297-52.2% | $85,850-38.0% |
| Participation rate | 68.8% | 73.3%-4.5pp | 77.3%-8.5pp | 69.3%-0.5pp |
| Annual return | 14.53% | 19.99%-5.5pp | 54.65%-40.1pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,334 | $2,043-34.7% | $2,731-51.2% | $2,565-48.0% |
| Participant deferral / active EE | $1,716 | $3,641-52.9% | $4,487-61.8% | $3,952-56.6% |
| Admin fee / account holder | $1,324 | $8,188-83.8% | $7,964-83.4% | $6,260-78.8% |