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 | $56,252 | $81,248-30.8% | $155,509-63.8% | $80,856-30.4% |
| Participation rate | 57.0% | 66.2%-9.3pp | 78.2%-21.2pp | 67.6%-10.7pp |
| Annual return | 12.85% | 33.31%-20.5pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,419 | $3,100-54.2% | $4,672-69.6% | $2,755-48.5% |
| Participant deferral / active EE | $2,274 | $3,452-34.1% | $5,626-59.6% | $4,296-47.1% |
| Admin fee / account holder | $21,589 | $7,997+170.0% | $15,912+35.7% | $6,918+212.1% |