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 | $61,613 | $88,042-30.0% | $138,135-55.4% | $79,858-22.8% |
| Participation rate | 44.6% | 71.4%-26.8pp | 78.7%-34.1pp | 69.6%-25.0pp |
| Annual return | 15.00% | 20.58%-5.6pp | 20.51%-5.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,938 | $3,103-37.6% | $5,587-65.3% | $2,471-21.6% |
| Participant deferral / active EE | $3,653 | $4,704-22.4% | $6,431-43.2% | $3,740-2.3% |
| Admin fee / account holder | $7,701 | $7,791-1.2% | $11,856-35.0% | $5,306+45.1% |