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 | $48,809 | $81,460-40.1% | $103,333-52.8% | $80,856-39.6% |
| Participation rate | 65.3% | 66.8%-1.6pp | 74.5%-9.2pp | 67.6%-2.4pp |
| Annual return | 15.41% | 25.55%-10.1pp | 24.88%-9.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,814 | $3,105-41.6% | $3,868-53.1% | $2,755-34.1% |
| Participant deferral / active EE | $3,712 | $3,869-4.0% | $5,057-26.6% | $4,296-13.6% |
| Admin fee / account holder | $620 | $6,566-90.6% | $8,355-92.6% | $6,918-91.0% |