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 | $23,863 | $48,076-50.4% | $78,689-69.7% | $62,891-62.1% |
| Participation rate | 52.0% | 65.2%-13.2pp | 73.6%-21.6pp | 69.3%-17.3pp |
| Annual return | 13.52% | 31.35%-17.8pp | 62.18%-48.7pp | 20.14%-6.6pp |
| Employer contribution / active EE | $1,099 | $2,015-45.4% | $2,851-61.4% | $2,281-51.8% |
| Participant deferral / active EE | $2,880 | $2,588+11.3% | $3,517-18.1% | $3,203-10.1% |
| Admin fee / account holder | $6,555 | $3,207+104.4% | $4,510+45.3% | $4,296+52.6% |