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 | $60,498 | $93,571-35.3% | $135,903-55.5% | $75,163-19.5% |
| Participation rate | 48.2% | 75.2%-27.0pp | 81.9%-33.7pp | 67.2%-19.0pp |
| Annual return | 21.80% | 30.90%-9.1pp | 68.23%-46.4pp | 160.62%-138.8pp |
| Employer contribution / active EE | $1,548 | $3,537-56.2% | $4,856-68.1% | $2,670-42.0% |
| Participant deferral / active EE | $4,651 | $6,404-27.4% | $7,758-40.0% | $4,125+12.7% |
| Admin fee / account holder | $5,060 | $6,975-27.5% | $10,762-53.0% | $5,651-10.5% |