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 | $53,923 | $80,717-33.2% | $154,803-65.2% | $84,808-36.4% |
| Participation rate | 54.8% | 66.8%-12.0pp | 78.1%-23.2pp | 68.3%-13.5pp |
| Annual return | 14.62% | 37.96%-23.3pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,676 | $2,761-39.3% | $4,305-61.1% | $2,631-36.3% |
| Participant deferral / active EE | $3,464 | $3,303+4.9% | $5,540-37.5% | $4,212-17.8% |
| Admin fee / account holder | $3,428 | $6,746-49.2% | $14,329-76.1% | $7,344-53.3% |