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 | $55,237 | $85,515-35.4% | $112,040-50.7% | $67,986-18.8% |
| Participation rate | 44.8% | 68.2%-23.4pp | 76.5%-31.7pp | 57.2%-12.4pp |
| Annual return | 16.06% | 29.68%-13.6pp | 24.52%-8.5pp | 31.67%-15.6pp |
| Employer contribution / active EE | $1,035 | $2,191-52.8% | $2,954-65.0% | $2,019-48.8% |
| Participant deferral / active EE | $1,799 | $4,014-55.2% | $5,098-64.7% | $3,358-46.4% |
| Admin fee / account holder | $3,231 | $3,774-14.4% | $12,098-73.3% | $3,203+0.9% |