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 | $25,886 | $76,552-66.2% | $123,892-79.1% | $62,891-58.8% |
| Participation rate | 59.0% | 73.0%-13.9pp | 81.4%-22.4pp | 69.3%-10.3pp |
| Annual return | 15.99% | 18.68%-2.7pp | 47.52%-31.5pp | 20.14%-4.1pp |
| Employer contribution / active EE | $1,544 | $2,883-46.4% | $4,617-66.5% | $2,281-32.3% |
| Participant deferral / active EE | $3,005 | $4,840-37.9% | $5,984-49.8% | $3,203-6.2% |
| Admin fee / account holder | $2,572 | $4,826-46.7% | $8,357-69.2% | $4,296-40.1% |