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 | $64,534 | $81,248-20.6% | $155,509-58.5% | $80,856-20.2% |
| Participation rate | 41.5% | 66.2%-24.8pp | 78.2%-36.7pp | 67.6%-26.2pp |
| Annual return | 12.20% | 33.31%-21.1pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $760 | $3,100-75.5% | $4,672-83.7% | $2,755-72.4% |
| Participant deferral / active EE | $3,146 | $3,452-8.9% | $5,626-44.1% | $4,296-26.8% |
| Admin fee / account holder | $456 | $7,997-94.3% | $15,912-97.1% | $6,918-93.4% |