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 | $75,207 | $138,347-45.6% | $184,203-59.2% | $80,856-7.0% |
| Participation rate | 55.2% | 83.9%-28.7pp | 86.8%-31.6pp | 67.6%-12.5pp |
| Annual return | 12.87% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,689 | $4,850-44.6% | $6,427-58.2% | $2,755-2.4% |
| Participant deferral / active EE | $3,991 | $7,071-43.6% | $9,131-56.3% | $4,296-7.1% |
| Admin fee / account holder | $637 | $10,483-93.9% | $13,901-95.4% | $6,918-90.8% |