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 | $38,335 | $69,207-44.6% | $64,056-40.2% | $139,434-72.5% |
| Participation rate | 37.5% | 75.6%-38.1pp | 72.3%-34.8pp | 80.3%-42.8pp |
| Annual return | 11.36% | 45.88%-34.5pp | 33.69%-22.3pp | 372.94%-361.6pp |
| Employer contribution / active EE | $657 | $3,182-79.4% | $2,747-76.1% | $4,751-86.2% |
| Participant deferral / active EE | $2,167 | $4,682-53.7% | $3,880-44.1% | $6,710-67.7% |
| Admin fee / account holder | $2,674 | $4,244-37.0% | $3,068-12.9% | $11,403-76.6% |