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 | $56,367 | $57,354-1.7% | $83,848-32.8% | $64,186-12.2% |
| Participation rate | 54.5% | 68.6%-14.1pp | 76.1%-21.6pp | 69.6%-15.0pp |
| Annual return | 20.13% | 11.38%+8.7pp | 850.88%-830.8pp | 7.63%+12.5pp |
| Employer contribution / active EE | $761 | $2,545-70.1% | $3,631-79.0% | $2,381-68.0% |
| Participant deferral / active EE | $3,278 | $2,993+9.5% | $4,082-19.7% | $3,470-5.5% |
| Admin fee / account holder | $948 | $4,046-76.6% | $5,478-82.7% | $4,888-80.6% |