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 | $53,559 | $80,968-33.9% | $96,544-44.5% | $75,163-28.7% |
| Participation rate | 52.8% | 71.8%-19.0pp | 76.0%-23.2pp | 67.2%-14.4pp |
| Annual return | 17.63% | 27.06%-9.4pp | 25.84%-8.2pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,757 | $2,282-23.0% | $2,965-40.7% | $2,670-34.2% |
| Participant deferral / active EE | $3,055 | $3,928-22.2% | $4,851-37.0% | $4,125-25.9% |
| Admin fee / account holder | $1,212 | $6,724-82.0% | $8,252-85.3% | $5,651-78.5% |