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 | $46,912 | $80,968-42.1% | $96,544-51.4% | $75,163-37.6% |
| Participation rate | 40.8% | 71.8%-30.9pp | 76.0%-35.1pp | 67.2%-26.3pp |
| Annual return | 16.57% | 27.06%-10.5pp | 25.84%-9.3pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,250 | $2,282-45.2% | $2,965-57.8% | $2,670-53.2% |
| Participant deferral / active EE | $2,955 | $3,928-24.8% | $4,851-39.1% | $4,125-28.4% |
| Admin fee / account holder | $1,808 | $6,724-73.1% | $8,252-78.1% | $5,651-68.0% |