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 | $61,156 | $81,460-24.9% | $103,333-40.8% | $80,856-24.4% |
| Participation rate | 44.9% | 66.8%-21.9pp | 74.5%-29.6pp | 67.6%-22.7pp |
| Annual return | 14.60% | 25.55%-10.9pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,554 | $3,105-50.0% | $3,868-59.8% | $2,755-43.6% |
| Participant deferral / active EE | $3,704 | $3,869-4.3% | $5,057-26.8% | $4,296-13.8% |
| Admin fee / account holder | $2,522 | $6,566-61.6% | $8,355-69.8% | $6,918-63.5% |