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 | $18,243 | $81,248-77.5% | $155,509-88.3% | $80,856-77.4% |
| Participation rate | 65.1% | 66.2%-1.1pp | 78.2%-13.1pp | 67.6%-2.5pp |
| Annual return | 12.39% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $816 | $3,100-73.7% | $4,672-82.5% | $2,755-70.4% |
| Participant deferral / active EE | $1,352 | $3,452-60.8% | $5,626-76.0% | $4,296-68.5% |
| Admin fee / account holder | $1,937 | $7,997-75.8% | $15,912-87.8% | $6,918-72.0% |