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 | $52,984 | $70,475-24.8% | $100,516-47.3% | $79,858-33.7% |
| Participation rate | 24.1% | 73.7%-49.6pp | 79.4%-55.3pp | 69.6%-45.5pp |
| Annual return | 13.08% | 21.90%-8.8pp | 30.89%-17.8pp | 31.71%-18.6pp |
| Employer contribution / active EE | $309 | $2,165-85.7% | $3,418-91.0% | $2,471-87.5% |
| Participant deferral / active EE | $2,449 | $5,181-52.7% | $6,270-60.9% | $3,740-34.5% |
| Admin fee / account holder | $2,055 | $4,478-54.1% | $8,081-74.6% | $5,306-61.3% |