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 | $52,879 | $84,233-37.2% | $170,442-69.0% | $70,131-24.6% |
| Participation rate | 46.3% | 70.8%-24.5pp | 83.6%-37.3pp | 69.5%-23.2pp |
| Annual return | 15.22% | 23.06%-7.8pp | 205.93%-190.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,385 | $3,387-59.1% | $5,433-74.5% | $2,342-40.9% |
| Participant deferral / active EE | $2,427 | $3,086-21.4% | $4,939-50.9% | $3,332-27.2% |
| Admin fee / account holder | $4,029 | $5,698-29.3% | $13,880-71.0% | $4,645-13.3% |