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 | $49,894 | $78,926-36.8% | $136,749-63.5% | $84,808-41.2% |
| Participation rate | 50.0% | 62.2%-12.2pp | 72.1%-22.1pp | 68.3%-18.3pp |
| Annual return | 12.56% | 18.17%-5.6pp | 24.33%-11.8pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,222 | $2,134-42.8% | $3,400-64.1% | $2,631-53.6% |
| Participant deferral / active EE | $2,460 | $3,168-22.4% | $4,692-47.6% | $4,212-41.6% |
| Admin fee / account holder | $8,386 | $6,369+31.7% | $11,386-26.4% | $7,344+14.2% |