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 | $53,654 | $76,050-29.4% | $96,544-44.4% | $71,457-24.9% |
| Participation rate | 28.5% | 74.4%-45.9pp | 76.0%-47.5pp | 67.9%-39.4pp |
| Annual return | 17.52% | 22.81%-5.3pp | 25.84%-8.3pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,189 | $2,244-47.0% | $2,965-59.9% | $2,588-54.1% |
| Participant deferral / active EE | $2,344 | $4,215-44.4% | $4,851-51.7% | $4,289-45.3% |
| Admin fee / account holder | $2,716 | $2,707+0.3% | $8,252-67.1% | $1,587+71.1% |