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 | $51,448 | $81,460-36.8% | $103,333-50.2% | $80,856-36.4% |
| Participation rate | 46.8% | 66.8%-20.0pp | 74.5%-27.7pp | 67.6%-20.8pp |
| Annual return | 10.67% | 25.55%-14.9pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,703 | $3,105-45.2% | $3,868-56.0% | $2,755-38.2% |
| Participant deferral / active EE | $2,877 | $3,869-25.6% | $5,057-43.1% | $4,296-33.0% |
| Admin fee / account holder | $3,474 | $6,566-47.1% | $8,355-58.4% | $6,918-49.8% |