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 | $53,386 | $91,190-41.5% | $178,490-70.1% | $79,858-33.1% |
| Participation rate | 54.8% | 69.2%-14.4pp | 81.9%-27.1pp | 69.6%-14.8pp |
| Annual return | 13.56% | 24.19%-10.6pp | 151.07%-137.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,637 | $3,256-49.7% | $5,011-67.3% | $2,471-33.8% |
| Participant deferral / active EE | $1,974 | $3,236-39.0% | $5,202-62.0% | $3,740-47.2% |
| Admin fee / account holder | $4,898 | $6,751-27.4% | $13,984-65.0% | $5,306-7.7% |