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 | $58,383 | $80,717-27.7% | $154,803-62.3% | $84,808-31.2% |
| Participation rate | 50.0% | 66.8%-16.8pp | 78.1%-28.1pp | 68.3%-18.3pp |
| Annual return | 18.04% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,515 | $2,761-45.1% | $4,305-64.8% | $2,631-42.4% |
| Participant deferral / active EE | $2,442 | $3,303-26.1% | $5,540-55.9% | $4,212-42.0% |
| Admin fee / account holder | $2,227 | $6,746-67.0% | $14,329-84.5% | $7,344-69.7% |