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 | $54,590 | $101,724-46.3% | $164,813-66.9% | $80,856-32.5% |
| Participation rate | 42.1% | 71.8%-29.7pp | 78.6%-36.5pp | 67.6%-25.5pp |
| Annual return | 16.72% | 16.72%0pp | 69.93%-53.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,486 | $2,953-49.7% | $4,341-65.8% | $2,755-46.1% |
| Participant deferral / active EE | $3,216 | $4,477-28.2% | $6,031-46.7% | $4,296-25.1% |
| Admin fee / account holder | $3,951 | $8,227-52.0% | $12,690-68.9% | $6,918-42.9% |