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 | $48,835 | $109,881-55.6% | $150,045-67.5% | $84,808-42.4% |
| Participation rate | 22.2% | 76.1%-53.9pp | 82.3%-60.1pp | 68.3%-46.1pp |
| Annual return | 17.50% | 28.25%-10.7pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,163 | $3,561-67.3% | $4,693-75.2% | $2,631-55.8% |
| Participant deferral / active EE | $2,914 | $6,636-56.1% | $7,997-63.6% | $4,212-30.8% |
| Admin fee / account holder | $714 | $8,568-91.7% | $13,435-94.7% | $7,344-90.3% |