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 | $54,073 | $95,803-43.6% | $113,168-52.2% | $84,808-36.2% |
| Participation rate | 57.1% | 72.9%-15.7pp | 76.6%-19.4pp | 68.3%-11.2pp |
| Annual return | 14.87% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,259 | $2,360-46.7% | $2,975-57.7% | $2,631-52.2% |
| Participant deferral / active EE | $2,278 | $4,242-46.3% | $5,107-55.4% | $4,212-45.9% |
| Admin fee / account holder | $3,498 | $8,989-61.1% | $12,068-71.0% | $7,344-52.4% |