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 | $43,541 | $58,828-26.0% | $77,999-44.2% | $62,891-30.8% |
| Participation rate | 62.0% | 71.1%-9.1pp | 75.5%-13.5pp | 69.3%-7.3pp |
| Annual return | 7.48% | 17.16%-9.7pp | 425.96%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,245 | $1,672-25.5% | $2,470-49.6% | $2,281-45.4% |
| Participant deferral / active EE | $2,704 | $2,686+0.7% | $3,497-22.7% | $3,203-15.6% |
| Admin fee / account holder | $485 | $4,393-89.0% | $5,480-91.2% | $4,296-88.7% |