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 | $47,244 | $95,803-50.7% | $113,168-58.3% | $84,808-44.3% |
| Participation rate | 67.3% | 72.9%-5.6pp | 76.6%-9.3pp | 68.3%-1.0pp |
| Annual return | 13.32% | 25.00%-11.7pp | 24.27%-10.9pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,001 | $2,360-57.6% | $2,975-66.4% | $2,631-62.0% |
| Participant deferral / active EE | $2,750 | $4,242-35.2% | $5,107-46.2% | $4,212-34.7% |
| Admin fee / account holder | $3,321 | $8,989-63.0% | $12,068-72.5% | $7,344-54.8% |