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 | $43,406 | $68,547-36.7% | $120,354-63.9% | $80,856-46.3% |
| Participation rate | 57.3% | 61.6%-4.3pp | 71.9%-14.6pp | 67.6%-10.3pp |
| Annual return | 10.97% | 23.60%-12.6pp | 107.15%-96.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,248 | $2,051-39.1% | $3,463-63.9% | $2,755-54.7% |
| Participant deferral / active EE | $2,793 | $3,173-12.0% | $4,991-44.0% | $4,296-35.0% |
| Admin fee / account holder | $2,277 | $5,732-60.3% | $9,423-75.8% | $6,918-67.1% |