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 | $44,997 | $85,515-47.4% | $112,040-59.8% | $67,986-33.8% |
| Participation rate | 52.1% | 68.2%-16.1pp | 76.5%-24.4pp | 57.2%-5.1pp |
| Annual return | 17.75% | 29.68%-11.9pp | 24.52%-6.8pp | 31.67%-13.9pp |
| Employer contribution / active EE | $1,308 | $2,191-40.3% | $2,954-55.7% | $2,019-35.2% |
| Participant deferral / active EE | $3,473 | $4,014-13.5% | $5,098-31.9% | $3,358+3.4% |
| Admin fee / account holder | $3,123 | $3,774-17.2% | $12,098-74.2% | $3,203-2.5% |