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 | $50,745 | $71,050-28.6% | $93,606-45.8% | $80,856-37.2% |
| Participation rate | 57.9% | 60.4%-2.5pp | 68.7%-10.8pp | 67.6%-9.7pp |
| Annual return | 10.07% | 11.26%-1.2pp | 133.20%-123.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,398 | $1,564-10.6% | $2,420-42.2% | $2,755-49.2% |
| Participant deferral / active EE | $3,496 | $4,034-13.3% | $4,411-20.7% | $4,296-18.6% |
| Admin fee / account holder | $3,288 | $6,945-52.7% | $8,285-60.3% | $6,918-52.5% |