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 | $50,649 | $101,724-50.2% | $164,813-69.3% | $80,856-37.4% |
| Participation rate | 50.6% | 71.8%-21.2pp | 78.6%-28.0pp | 67.6%-17.0pp |
| Annual return | 14.81% | 16.72%-1.9pp | 69.93%-55.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,296 | $2,953-56.1% | $4,341-70.2% | $2,755-53.0% |
| Participant deferral / active EE | $2,321 | $4,477-48.2% | $6,031-61.5% | $4,296-46.0% |
| Admin fee / account holder | $4,703 | $8,227-42.8% | $12,690-62.9% | $6,918-32.0% |