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 | $52,238 | $77,634-32.7% | $156,549-66.6% | $62,891-16.9% |
| Participation rate | 62.1% | 71.2%-9.1pp | 84.0%-21.9pp | 69.3%-7.2pp |
| Annual return | 11.45% | 50.32%-38.9pp | 32.23%-20.8pp | 20.14%-8.7pp |
| Employer contribution / active EE | $823 | $3,444-76.1% | $5,501-85.0% | $2,281-63.9% |
| Participant deferral / active EE | $3,121 | $3,045+2.5% | $4,871-35.9% | $3,203-2.6% |
| Admin fee / account holder | $913 | $5,561-83.6% | $13,027-93.0% | $4,296-78.7% |