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 | $44,423 | $85,766-48.2% | $136,294-67.4% | $70,131-36.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 17.59% | 31.45%-13.9pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,028 | $2,966-31.6% | $4,695-56.8% | $2,342-13.4% |
| Participant deferral / active EE | $4,599 | $5,051-9.0% | $6,247-26.4% | $3,332+38.0% |
| Admin fee / account holder | $4,095 | $5,420-24.5% | $9,243-55.7% | $4,645-11.9% |