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 | $45,068 | $80,717-44.2% | $154,803-70.9% | $84,808-46.9% |
| Participation rate | 56.7% | 66.8%-10.1pp | 78.1%-21.4pp | 68.3%-11.6pp |
| Annual return | 20.76% | 37.96%-17.2pp | 58.88%-38.1pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,193 | $2,761-56.8% | $4,305-72.3% | $2,631-54.7% |
| Participant deferral / active EE | $3,242 | $3,303-1.8% | $5,540-41.5% | $4,212-23.0% |
| Admin fee / account holder | $1,552 | $6,746-77.0% | $14,329-89.2% | $7,344-78.9% |