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 | $48,366 | $73,933-34.6% | $96,683-50.0% | $75,163-35.7% |
| Participation rate | 57.5% | 66.4%-8.9pp | 74.3%-16.8pp | 67.2%-9.7pp |
| Annual return | 17.39% | 26.70%-9.3pp | 35.69%-18.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,492 | $2,928-49.0% | $3,737-60.1% | $2,670-44.1% |
| Participant deferral / active EE | $3,596 | $3,659-1.7% | $4,878-26.3% | $4,125-12.8% |
| Admin fee / account holder | $319 | $5,216-93.9% | $6,730-95.3% | $5,651-94.4% |