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 | $60,088 | $81,446-26.2% | $103,374-41.9% | $80,874-25.7% |
| Participation rate | 36.4% | 66.9%-30.5pp | 74.5%-38.1pp | 67.6%-31.3pp |
| Annual return | 12.11% | 25.57%-13.5pp | 24.89%-12.8pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,458 | $3,107-53.1% | $3,869-62.3% | $2,756-47.1% |
| Participant deferral / active EE | $3,557 | $3,870-8.1% | $5,058-29.7% | $4,297-17.2% |
| Admin fee / account holder | $5,167 | $6,715-23.1% | $8,394-38.5% | $6,935-25.5% |