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 | $67,801 | $95,416-28.9% | $185,823-63.5% | $85,850-21.0% |
| Participation rate | 36.5% | 68.8%-32.3pp | 81.7%-45.2pp | 69.3%-32.8pp |
| Annual return | 13.59% | 23.59%-10.0pp | 122.05%-108.5pp | 318.53%-304.9pp |
| Employer contribution / active EE | $870 | $3,314-73.7% | $5,167-83.2% | $2,565-66.1% |
| Participant deferral / active EE | $2,425 | $3,423-29.1% | $5,568-56.4% | $3,952-38.6% |
| Admin fee / account holder | $7,531 | $7,213+4.4% | $16,237-53.6% | $6,260+20.3% |