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 | $54,572 | $81,233-32.8% | $155,567-64.9% | $80,874-32.5% |
| Participation rate | 52.1% | 66.2%-14.2pp | 78.2%-26.1pp | 67.6%-15.6pp |
| Annual return | 14.84% | 33.33%-18.5pp | 64.74%-49.9pp | 35.62%-20.8pp |
| Employer contribution / active EE | $1,620 | $3,101-47.8% | $4,674-65.3% | $2,756-41.2% |
| Participant deferral / active EE | $2,663 | $3,452-22.9% | $5,628-52.7% | $4,297-38.0% |
| Admin fee / account holder | $10,719 | $7,998+34.0% | $15,916-32.7% | $6,935+54.6% |