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 | $59,244 | $81,248-27.1% | $155,509-61.9% | $80,856-26.7% |
| Participation rate | 47.6% | 66.2%-18.6pp | 78.2%-30.6pp | 67.6%-20.0pp |
| Annual return | 10.63% | 33.31%-22.7pp | 64.67%-54.0pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,325 | $3,100-57.3% | $4,672-71.6% | $2,755-51.9% |
| Participant deferral / active EE | $2,622 | $3,452-24.0% | $5,626-53.4% | $4,296-39.0% |
| Admin fee / account holder | $1,815 | $7,997-77.3% | $15,912-88.6% | $6,918-73.8% |