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 | $48,251 | $78,926-38.9% | $136,749-64.7% | $84,808-43.1% |
| Participation rate | 38.7% | 62.2%-23.5pp | 72.1%-33.4pp | 68.3%-29.6pp |
| Annual return | 13.25% | 18.17%-4.9pp | 24.33%-11.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,032 | $2,134-51.7% | $3,400-69.7% | $2,631-60.8% |
| Participant deferral / active EE | $3,151 | $3,168-0.5% | $4,692-32.8% | $4,212-25.2% |
| Admin fee / account holder | $1,714 | $6,369-73.1% | $11,386-84.9% | $7,344-76.7% |