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 | $47,192 | $77,634-39.2% | $156,549-69.9% | $62,891-25.0% |
| Participation rate | 55.3% | 71.2%-15.9pp | 84.0%-28.8pp | 69.3%-14.0pp |
| Annual return | 4.63% | 50.32%-45.7pp | 32.23%-27.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,163 | $3,444-66.2% | $5,501-78.9% | $2,281-49.0% |
| Participant deferral / active EE | $2,055 | $3,045-32.5% | $4,871-57.8% | $3,203-35.8% |
| Admin fee / account holder | $3,506 | $5,561-36.9% | $13,027-73.1% | $4,296-18.4% |