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 | $26,668 | $57,354-53.5% | $83,848-68.2% | $64,186-58.5% |
| Participation rate | 45.3% | 68.6%-23.3pp | 76.1%-30.9pp | 69.6%-24.3pp |
| Annual return | 13.26% | 11.38%+1.9pp | 850.88%-837.6pp | 7.63%+5.6pp |
| Employer contribution / active EE | $953 | $2,545-62.5% | $3,631-73.7% | $2,381-60.0% |
| Participant deferral / active EE | $3,391 | $2,993+13.3% | $4,082-16.9% | $3,470-2.3% |
| Admin fee / account holder | $845 | $4,046-79.1% | $5,478-84.6% | $4,888-82.7% |