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 | $49,356 | $61,605-19.9% | $112,229-56.0% | $75,163-34.3% |
| Participation rate | 44.8% | 61.7%-16.9pp | 72.4%-27.6pp | 67.2%-22.4pp |
| Annual return | 14.54% | 28.47%-13.9pp | 30.20%-15.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,275 | $2,015-36.7% | $3,430-62.8% | $2,670-52.2% |
| Participant deferral / active EE | $1,765 | $3,108-43.2% | $4,798-63.2% | $4,125-57.2% |
| Admin fee / account holder | $2,315 | $4,862-52.4% | $7,748-70.1% | $5,651-59.0% |