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 | $57,259 | $81,233-29.5% | $155,567-63.2% | $80,874-29.2% |
| Participation rate | 45.6% | 66.2%-20.7pp | 78.2%-32.6pp | 67.6%-22.1pp |
| Annual return | 14.70% | 33.33%-18.6pp | 64.74%-50.0pp | 35.62%-20.9pp |
| Employer contribution / active EE | $1,043 | $3,101-66.4% | $4,674-77.7% | $2,756-62.1% |
| Participant deferral / active EE | $3,446 | $3,452-0.2% | $5,628-38.8% | $4,297-19.8% |
| Admin fee / account holder | $2,026 | $7,998-74.7% | $15,916-87.3% | $6,935-70.8% |