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 | $50,853 | $78,705-35.4% | $117,854-56.9% | $70,131-27.5% |
| Participation rate | 45.2% | 73.2%-28.0pp | 79.7%-34.5pp | 69.5%-24.4pp |
| Annual return | 15.00% | 23.30%-8.3pp | 335.08%-320.1pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,153 | $2,223-48.1% | $3,786-69.5% | $2,342-50.8% |
| Participant deferral / active EE | $2,568 | $3,297-22.1% | $4,482-42.7% | $3,332-22.9% |
| Admin fee / account holder | $3,315 | $5,065-34.6% | $8,020-58.7% | $4,645-28.6% |