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 | $41,967 | $81,233-48.3% | $155,567-73.0% | $80,874-48.1% |
| Participation rate | 64.9% | 66.2%-1.4pp | 78.2%-13.3pp | 67.6%-2.8pp |
| Annual return | 13.86% | 33.33%-19.5pp | 64.74%-50.9pp | 35.62%-21.8pp |
| Employer contribution / active EE | $1,196 | $3,101-61.4% | $4,674-74.4% | $2,756-56.6% |
| Participant deferral / active EE | $1,853 | $3,452-46.3% | $5,628-67.1% | $4,297-56.9% |
| Admin fee / account holder | $2,938 | $7,998-63.3% | $15,916-81.5% | $6,935-57.6% |