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 | $52,731 | $87,870-40.0% | $113,168-53.4% | $74,304-29.0% |
| Participation rate | 37.6% | 70.7%-33.1pp | 76.6%-38.9pp | 60.3%-22.7pp |
| Annual return | 17.32% | 26.44%-9.1pp | 24.27%-7.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $1,448 | $2,277-36.4% | $2,975-51.3% | $2,241-35.4% |
| Participant deferral / active EE | $2,739 | $4,241-35.4% | $5,107-46.4% | $3,767-27.3% |
| Admin fee / account holder | $4,383 | $3,368+30.1% | $12,068-63.7% | $2,969+47.6% |