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 | $45,037 | $109,881-59.0% | $150,045-70.0% | $84,808-46.9% |
| Participation rate | 46.1% | 76.1%-30.0pp | 82.3%-36.3pp | 68.3%-22.2pp |
| Annual return | 19.59% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,137 | $3,561-68.1% | $4,693-75.8% | $2,631-56.8% |
| Participant deferral / active EE | $3,502 | $6,636-47.2% | $7,997-56.2% | $4,212-16.8% |
| Admin fee / account holder | $2,703 | $8,568-68.4% | $13,435-79.9% | $7,344-63.2% |