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 | $52,854 | $64,517-18.1% | $81,438-35.1% | $80,874-34.6% |
| Participation rate | 49.5% | 63.9%-14.5pp | 69.5%-20.1pp | 67.6%-18.2pp |
| Annual return | 12.44% | 16.35%-3.9pp | 24.74%-12.3pp | 35.62%-23.2pp |
| Employer contribution / active EE | $1,321 | $1,982-33.3% | $2,460-46.3% | $2,756-52.0% |
| Participant deferral / active EE | $3,337 | $3,096+7.8% | $3,883-14.1% | $4,297-22.3% |
| Admin fee / account holder | $1,351 | $5,677-76.2% | $5,764-76.6% | $6,935-80.5% |