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 | $41,900 | $51,175-18.1% | $70,515-40.6% | $75,163-44.3% |
| Participation rate | 34.4% | 60.9%-26.5pp | 68.3%-33.9pp | 67.2%-32.8pp |
| Annual return | 14.48% | 30.02%-15.5pp | 32.77%-18.3pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,141 | $1,826-37.5% | $2,973-61.6% | $2,670-57.3% |
| Participant deferral / active EE | $1,591 | $2,849-44.1% | $4,567-65.2% | $4,125-61.4% |
| Admin fee / account holder | $3,977 | $4,091-2.8% | $6,412-38.0% | $5,651-29.6% |