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 | $45,154 | $83,477-45.9% | $125,175-63.9% | $72,985-38.1% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.8pp | 69.5%-1.5pp |
| Annual return | 24.04% | 25.78%-1.7pp | 43.79%-19.7pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,461 | $2,345-37.7% | $3,865-62.2% | $2,440-40.1% |
| Participant deferral / active EE | $2,365 | $3,585-34.0% | $4,937-52.1% | $3,607-34.4% |
| Admin fee / account holder | $359 | $5,517-93.5% | $9,702-96.3% | $5,124-93.0% |