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 | $36,453 | $61,605-40.8% | $112,229-67.5% | $75,163-51.5% |
| Participation rate | 56.0% | 61.7%-5.7pp | 72.4%-16.4pp | 67.2%-11.2pp |
| Annual return | 13.50% | 28.47%-15.0pp | 30.20%-16.7pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,146 | $2,015-43.2% | $3,430-66.6% | $2,670-57.1% |
| Participant deferral / active EE | $2,249 | $3,108-27.6% | $4,798-53.1% | $4,125-45.5% |
| Admin fee / account holder | $2,067 | $4,862-57.5% | $7,748-73.3% | $5,651-63.4% |