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 | $44,424 | $86,286-48.5% | $111,297-60.1% | $85,850-48.3% |
| Participation rate | 57.1% | 73.3%-16.2pp | 77.3%-20.2pp | 69.3%-12.2pp |
| Annual return | 14.00% | 19.99%-6.0pp | 54.65%-40.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,607 | $2,043-21.4% | $2,731-41.2% | $2,565-37.4% |
| Participant deferral / active EE | $2,701 | $3,641-25.8% | $4,487-39.8% | $3,952-31.6% |
| Admin fee / account holder | $1,980 | $8,188-75.8% | $7,964-75.1% | $6,260-68.4% |