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 | $33,147 | $91,190-63.7% | $178,490-81.4% | $79,858-58.5% |
| Participation rate | 46.4% | 69.2%-22.8pp | 81.9%-35.5pp | 69.6%-23.2pp |
| Annual return | 17.22% | 24.19%-7.0pp | 151.07%-133.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $723 | $3,256-77.8% | $5,011-85.6% | $2,471-70.7% |
| Participant deferral / active EE | $994 | $3,236-69.3% | $5,202-80.9% | $3,740-73.4% |
| Admin fee / account holder | $1,185 | $6,751-82.4% | $13,984-91.5% | $5,306-77.7% |