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 | $44,636 | $74,927-40.4% | $101,794-56.2% | $84,808-47.4% |
| Participation rate | 60.0% | 61.4%-1.4pp | 69.2%-9.2pp | 68.3%-8.3pp |
| Annual return | 16.99% | 18.70%-1.7pp | 30.53%-13.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,272 | $1,522-16.4% | $2,289-44.4% | $2,631-51.7% |
| Participant deferral / active EE | $2,501 | $3,099-19.3% | $4,084-38.8% | $4,212-40.6% |
| Admin fee / account holder | $1,851 | $6,514-71.6% | $8,777-78.9% | $7,344-74.8% |