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 | $49,402 | $109,359-54.8% | $162,163-69.5% | $72,985-32.3% |
| Participation rate | 49.2% | 84.3%-35.0pp | 87.6%-38.3pp | 69.5%-20.3pp |
| Annual return | 22.50% | 25.46%-3.0pp | 115.59%-93.1pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,549 | $3,907-60.4% | $5,614-72.4% | $2,440-36.5% |
| Participant deferral / active EE | $2,835 | $5,481-48.3% | $7,298-61.2% | $3,607-21.4% |
| Admin fee / account holder | $874 | $7,972-89.0% | $10,843-91.9% | $5,124-83.0% |