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 | $52,648 | $81,248-35.2% | $155,509-66.1% | $80,856-34.9% |
| Participation rate | 59.1% | 66.2%-7.1pp | 78.2%-19.1pp | 67.6%-8.5pp |
| Annual return | 12.55% | 33.31%-20.8pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,037 | $3,100-66.5% | $4,672-77.8% | $2,755-62.4% |
| Participant deferral / active EE | $2,037 | $3,452-41.0% | $5,626-63.8% | $4,296-52.6% |
| Admin fee / account holder | $1,229 | $7,997-84.6% | $15,912-92.3% | $6,918-82.2% |