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 | $55,413 | $78,926-29.8% | $136,749-59.5% | $84,808-34.7% |
| Participation rate | 52.9% | 62.2%-9.2pp | 72.1%-19.2pp | 68.3%-15.4pp |
| Annual return | 16.30% | 18.17%-1.9pp | 24.33%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,103 | $2,134-1.5% | $3,400-38.1% | $2,631-20.1% |
| Participant deferral / active EE | $2,242 | $3,168-29.2% | $4,692-52.2% | $4,212-46.8% |
| Admin fee / account holder | $5,250 | $6,369-17.6% | $11,386-53.9% | $7,344-28.5% |