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 | $44,546 | $91,190-51.2% | $178,490-75.0% | $79,858-44.2% |
| Participation rate | 17.0% | 69.2%-52.2pp | 81.9%-64.9pp | 69.6%-52.6pp |
| Annual return | 11.02% | 24.19%-13.2pp | 151.07%-140.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,117 | $3,256-65.7% | $5,011-77.7% | $2,471-54.8% |
| Participant deferral / active EE | $1,966 | $3,236-39.3% | $5,202-62.2% | $3,740-47.4% |
| Admin fee / account holder | $5,941 | $6,751-12.0% | $13,984-57.5% | $5,306+12.0% |