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 | $81,248-32.8% | $155,509-64.9% | $80,856-32.5% |
| Participation rate | 52.1% | 66.2%-14.1pp | 78.2%-26.1pp | 67.6%-15.6pp |
| Annual return | 14.84% | 33.31%-18.5pp | 64.67%-49.8pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,620 | $3,100-47.8% | $4,672-65.3% | $2,755-41.2% |
| Participant deferral / active EE | $2,663 | $3,452-22.8% | $5,626-52.7% | $4,296-38.0% |
| Admin fee / account holder | $10,719 | $7,997+34.0% | $15,912-32.6% | $6,918+54.9% |