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 | $24,581 | $52,681-53.3% | $75,781-67.6% | $59,632-58.8% |
| Participation rate | 41.5% | 67.2%-25.7pp | 75.8%-34.3pp | 68.7%-27.2pp |
| Annual return | 0.38% | 2.95%-2.6pp | 9.68%-9.3pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $729 | $2,193-66.8% | $3,323-78.1% | $2,203-66.9% |
| Participant deferral / active EE | $1,594 | $2,591-38.5% | $3,651-56.3% | $3,192-50.1% |
| Admin fee / account holder | $1,128 | $3,610-68.7% | $5,299-78.7% | $4,297-73.7% |