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 | $50,131 | $77,899-35.6% | $149,673-66.5% | $75,163-33.3% |
| Participation rate | 46.4% | 65.6%-19.2pp | 78.8%-32.3pp | 67.2%-20.8pp |
| Annual return | 14.87% | 31.72%-16.9pp | 134.42%-119.5pp | 160.62%-145.8pp |
| Employer contribution / active EE | $873 | $3,137-72.2% | $4,818-81.9% | $2,670-67.3% |
| Participant deferral / active EE | $2,695 | $3,411-21.0% | $5,680-52.6% | $4,125-34.7% |
| Admin fee / account holder | $2,226 | $5,956-62.6% | $13,210-83.2% | $5,651-60.6% |