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 | $58,258 | $81,248-28.3% | $155,509-62.5% | $80,856-27.9% |
| Participation rate | 47.4% | 66.2%-18.9pp | 78.2%-30.8pp | 67.6%-20.3pp |
| Annual return | 23.39% | 33.31%-9.9pp | 64.67%-41.3pp | 35.59%-12.2pp |
| Employer contribution / active EE | $1,823 | $3,100-41.2% | $4,672-61.0% | $2,755-33.8% |
| Participant deferral / active EE | $2,831 | $3,452-18.0% | $5,626-49.7% | $4,296-34.1% |
| Admin fee / account holder | $1,862 | $7,997-76.7% | $15,912-88.3% | $6,918-73.1% |