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 | $32,621 | $76,552-57.4% | $123,892-73.7% | $62,891-48.1% |
| Participation rate | 63.3% | 73.0%-9.6pp | 81.4%-18.1pp | 69.3%-6.0pp |
| Annual return | 11.55% | 18.68%-7.1pp | 47.52%-36.0pp | 20.14%-8.6pp |
| Employer contribution / active EE | $1,502 | $2,883-47.9% | $4,617-67.5% | $2,281-34.1% |
| Participant deferral / active EE | $2,613 | $4,840-46.0% | $5,984-56.3% | $3,203-18.4% |
| Admin fee / account holder | $2,548 | $4,826-47.2% | $8,357-69.5% | $4,296-40.7% |