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 | $24,585 | $113,339-78.3% | $94,993-74.1% | $147,584-83.3% |
| Participation rate | 56.3% | 78.0%-21.7pp | 73.9%-17.6pp | 82.8%-26.6pp |
| Annual return | 14.01% | 20.77%-6.8pp | 27.12%-13.1pp | 578.55%-564.5pp |
| Employer contribution / active EE | $265 | $3,160-91.6% | $2,603-89.8% | $4,876-94.6% |
| Participant deferral / active EE | $1,298 | $3,777-65.6% | $3,317-60.9% | $5,439-76.1% |
| Admin fee / account holder | $939 | $6,063-84.5% | $4,960-81.1% | $10,885-91.4% |