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 | $74,844 | $95,416-21.6% | $185,823-59.7% | $85,850-12.8% |
| Participation rate | 34.4% | 68.8%-34.4pp | 81.7%-47.3pp | 69.3%-34.9pp |
| Annual return | 11.74% | 23.59%-11.8pp | 122.05%-110.3pp | 318.53%-306.8pp |
| Employer contribution / active EE | $873 | $3,314-73.7% | $5,167-83.1% | $2,565-66.0% |
| Participant deferral / active EE | $2,491 | $3,423-27.2% | $5,568-55.3% | $3,952-37.0% |
| Admin fee / account holder | $1,489 | $7,213-79.4% | $16,237-90.8% | $6,260-76.2% |