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 | $77,402 | $109,881-29.6% | $150,045-48.4% | $84,808-8.7% |
| Participation rate | 48.1% | 76.1%-27.9pp | 82.3%-34.2pp | 68.3%-20.2pp |
| Annual return | 17.07% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,257 | $3,561-36.6% | $4,693-51.9% | $2,631-14.2% |
| Participant deferral / active EE | $2,981 | $6,636-55.1% | $7,997-62.7% | $4,212-29.2% |
| Admin fee / account holder | $6,220 | $8,568-27.4% | $13,435-53.7% | $7,344-15.3% |