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 | $49,006 | $80,717-39.3% | $154,803-68.3% | $84,808-42.2% |
| Participation rate | 58.9% | 66.8%-7.9pp | 78.1%-19.2pp | 68.3%-9.4pp |
| Annual return | 13.58% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,690 | $2,761-38.8% | $4,305-60.7% | $2,631-35.8% |
| Participant deferral / active EE | $2,097 | $3,303-36.5% | $5,540-62.1% | $4,212-50.2% |
| Admin fee / account holder | $2,742 | $6,746-59.4% | $14,329-80.9% | $7,344-62.7% |