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 | $30,814 | $77,634-60.3% | $156,549-80.3% | $62,891-51.0% |
| Participation rate | 53.8% | 71.2%-17.4pp | 84.0%-30.2pp | 69.3%-15.5pp |
| Annual return | 8.02% | 50.32%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,201 | $3,444-65.1% | $5,501-78.2% | $2,281-47.3% |
| Participant deferral / active EE | $2,169 | $3,045-28.8% | $4,871-55.5% | $3,203-32.3% |
| Admin fee / account holder | $2,385 | $5,561-57.1% | $13,027-81.7% | $4,296-44.5% |