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 | $53,463 | $81,460-34.4% | $103,333-48.3% | $80,856-33.9% |
| Participation rate | 37.1% | 66.8%-29.7pp | 74.5%-37.4pp | 67.6%-30.5pp |
| Annual return | 10.99% | 25.55%-14.6pp | 24.88%-13.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,181 | $3,105-62.0% | $3,868-69.5% | $2,755-57.1% |
| Participant deferral / active EE | $3,329 | $3,869-13.9% | $5,057-34.2% | $4,296-22.5% |
| Admin fee / account holder | $572 | $6,566-91.3% | $8,355-93.1% | $6,918-91.7% |