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 | $48,524 | $109,881-55.8% | $150,045-67.7% | $84,808-42.8% |
| Participation rate | 68.5% | 76.1%-7.5pp | 82.3%-13.8pp | 68.3%+0.2pp |
| Annual return | 17.14% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,124 | $3,561-68.4% | $4,693-76.1% | $2,631-57.3% |
| Participant deferral / active EE | $3,199 | $6,636-51.8% | $7,997-60.0% | $4,212-24.0% |
| Admin fee / account holder | $4,096 | $8,568-52.2% | $13,435-69.5% | $7,344-44.2% |