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 | $39,497 | $77,634-49.1% | $156,549-74.8% | $62,891-37.2% |
| Participation rate | 61.1% | 71.2%-10.1pp | 84.0%-22.9pp | 69.3%-8.2pp |
| Annual return | 7.36% | 50.32%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,472 | $3,444-57.2% | $5,501-73.2% | $2,281-35.4% |
| Participant deferral / active EE | $2,736 | $3,045-10.2% | $4,871-43.8% | $3,203-14.6% |
| Admin fee / account holder | $4,926 | $5,561-11.4% | $13,027-62.2% | $4,296+14.7% |