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 | $59,304 | $101,724-41.7% | $164,813-64.0% | $80,856-26.7% |
| Participation rate | 56.1% | 71.8%-15.7pp | 78.6%-22.5pp | 67.6%-11.5pp |
| Annual return | 12.85% | 16.72%-3.9pp | 69.93%-57.1pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,362 | $2,953-53.9% | $4,341-68.6% | $2,755-50.6% |
| Participant deferral / active EE | $2,994 | $4,477-33.1% | $6,031-50.4% | $4,296-30.3% |
| Admin fee / account holder | $1,479 | $8,227-82.0% | $12,690-88.3% | $6,918-78.6% |