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 | $46,575 | $64,839-28.2% | $95,585-51.3% | $84,808-45.1% |
| Participation rate | 53.1% | 63.8%-10.7pp | 72.1%-18.9pp | 68.3%-15.2pp |
| Annual return | 18.35% | -670.96%+689.3pp | 38.56%-20.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,231 | $1,759-30.0% | $2,527-51.3% | $2,631-53.2% |
| Participant deferral / active EE | $2,601 | $2,965-12.3% | $4,023-35.3% | $4,212-38.2% |
| Admin fee / account holder | $1,747 | $5,964-70.7% | $6,127-71.5% | $7,344-76.2% |