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 | $31,177 | $81,248-61.6% | $155,509-80.0% | $80,856-61.4% |
| Participation rate | 51.3% | 66.2%-14.9pp | 78.2%-26.9pp | 67.6%-16.4pp |
| Annual return | 15.36% | 33.31%-17.9pp | 64.67%-49.3pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,572 | $3,100-49.3% | $4,672-66.4% | $2,755-42.9% |
| Participant deferral / active EE | $2,878 | $3,452-16.6% | $5,626-48.8% | $4,296-33.0% |
| Admin fee / account holder | $4,268 | $7,997-46.6% | $15,912-73.2% | $6,918-38.3% |