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 | $40,519 | $77,634-47.8% | $156,549-74.1% | $62,891-35.6% |
| Participation rate | 61.4% | 71.2%-9.8pp | 84.0%-22.6pp | 69.3%-7.9pp |
| Annual return | 9.06% | 50.32%-41.3pp | 32.23%-23.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $685 | $3,444-80.1% | $5,501-87.6% | $2,281-70.0% |
| Participant deferral / active EE | $1,554 | $3,045-49.0% | $4,871-68.1% | $3,203-51.5% |
| Admin fee / account holder | $4,414 | $5,561-20.6% | $13,027-66.1% | $4,296+2.8% |