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 | $59,830 | $101,724-41.2% | $164,813-63.7% | $80,856-26.0% |
| Participation rate | 52.6% | 71.8%-19.2pp | 78.6%-26.0pp | 67.6%-15.0pp |
| Annual return | 12.55% | 16.72%-4.2pp | 69.93%-57.4pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,605 | $2,953-45.7% | $4,341-63.0% | $2,755-41.8% |
| Participant deferral / active EE | $3,241 | $4,477-27.6% | $6,031-46.3% | $4,296-24.6% |
| Admin fee / account holder | $3,081 | $8,227-62.6% | $12,690-75.7% | $6,918-55.5% |