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 | $49,574 | $80,968-38.8% | $96,544-48.7% | $75,163-34.0% |
| Participation rate | 67.0% | 71.8%-4.7pp | 76.0%-8.9pp | 67.2%-0.2pp |
| Annual return | 14.31% | 27.06%-12.8pp | 25.84%-11.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,571 | $2,282-31.2% | $2,965-47.0% | $2,670-41.2% |
| Participant deferral / active EE | $3,351 | $3,928-14.7% | $4,851-30.9% | $4,125-18.8% |
| Admin fee / account holder | $3,547 | $6,724-47.3% | $8,252-57.0% | $5,651-37.2% |