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 | $21,618 | $84,233-74.3% | $170,442-87.3% | $70,131-69.2% |
| Participation rate | 59.3% | 70.8%-11.6pp | 83.6%-24.3pp | 69.5%-10.3pp |
| Annual return | 14.61% | 23.06%-8.5pp | 205.93%-191.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $756 | $3,387-77.7% | $5,433-86.1% | $2,342-67.7% |
| Participant deferral / active EE | $1,741 | $3,086-43.6% | $4,939-64.7% | $3,332-47.7% |
| Admin fee / account holder | $333 | $5,698-94.2% | $13,880-97.6% | $4,645-92.8% |