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 | $48,446 | $79,557-39.1% | $118,746-59.2% | $70,131-30.9% |
| Participation rate | 68.3% | 71.4%-3.1pp | 78.3%-10.0pp | 69.5%-1.2pp |
| Annual return | 19.47% | 25.64%-6.2pp | 24.54%-5.1pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,357 | $2,861-52.6% | $4,193-67.6% | $2,342-42.1% |
| Participant deferral / active EE | $1,893 | $4,089-53.7% | $5,332-64.5% | $3,332-43.2% |
| Admin fee / account holder | $4,146 | $5,374-22.9% | $10,720-61.3% | $4,645-10.8% |