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 | $50,765 | $65,041-21.9% | $90,951-44.2% | $79,858-36.4% |
| Participation rate | 48.7% | 61.6%-12.9pp | 69.0%-20.3pp | 69.6%-20.9pp |
| Annual return | 16.25% | 30.45%-14.2pp | 134.60%-118.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,362 | $1,247+9.2% | $2,122-35.8% | $2,471-44.9% |
| Participant deferral / active EE | $2,171 | $2,512-13.6% | $3,373-35.6% | $3,740-42.0% |
| Admin fee / account holder | $806 | $4,536-82.2% | $5,959-86.5% | $5,306-84.8% |