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 | $52,345 | $81,248-35.6% | $155,509-66.3% | $80,856-35.3% |
| Participation rate | 67.4% | 66.2%+1.1pp | 78.2%-10.8pp | 67.6%-0.3pp |
| Annual return | 16.99% | 33.31%-16.3pp | 64.67%-47.7pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,102 | $3,100-64.5% | $4,672-76.4% | $2,755-60.0% |
| Participant deferral / active EE | $2,655 | $3,452-23.1% | $5,626-52.8% | $4,296-38.2% |
| Admin fee / account holder | $5,566 | $7,997-30.4% | $15,912-65.0% | $6,918-19.5% |