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 | $49,075 | $73,933-33.6% | $96,683-49.2% | $75,163-34.7% |
| Participation rate | 58.5% | 66.4%-7.9pp | 74.3%-15.8pp | 67.2%-8.7pp |
| Annual return | 17.31% | 26.70%-9.4pp | 35.69%-18.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,973 | $2,928-32.6% | $3,737-47.2% | $2,670-26.1% |
| Participant deferral / active EE | $3,360 | $3,659-8.2% | $4,878-31.1% | $4,125-18.5% |
| Admin fee / account holder | $468 | $5,216-91.0% | $6,730-93.0% | $5,651-91.7% |