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 | $47,799 | $78,672-39.2% | $109,143-56.2% | $85,850-44.3% |
| Participation rate | 53.6% | 68.3%-14.7pp | 75.9%-22.3pp | 69.3%-15.7pp |
| Annual return | 12.56% | 25.09%-12.5pp | 25.75%-13.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,188 | $2,735-56.6% | $3,722-68.1% | $2,565-53.7% |
| Participant deferral / active EE | $3,130 | $3,467-9.7% | $4,653-32.7% | $3,952-20.8% |
| Admin fee / account holder | $3,742 | $5,469-31.6% | $6,752-44.6% | $6,260-40.2% |