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 | $47,260 | $80,717-41.5% | $154,803-69.5% | $84,808-44.3% |
| Participation rate | 55.7% | 66.8%-11.1pp | 78.1%-22.4pp | 68.3%-12.6pp |
| Annual return | 16.63% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,491 | $2,761-46.0% | $4,305-65.4% | $2,631-43.3% |
| Participant deferral / active EE | $3,148 | $3,303-4.7% | $5,540-43.2% | $4,212-25.3% |
| Admin fee / account holder | $3,607 | $6,746-46.5% | $14,329-74.8% | $7,344-50.9% |