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 | $50,304 | $81,248-38.1% | $155,509-67.7% | $80,856-37.8% |
| Participation rate | 66.0% | 66.2%-0.3pp | 78.2%-12.2pp | 67.6%-1.7pp |
| Annual return | 12.66% | 33.31%-20.6pp | 64.67%-52.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,004 | $3,100-67.6% | $4,672-78.5% | $2,755-63.6% |
| Participant deferral / active EE | $2,239 | $3,452-35.1% | $5,626-60.2% | $4,296-47.9% |
| Admin fee / account holder | $2,007 | $7,997-74.9% | $15,912-87.4% | $6,918-71.0% |