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 | $23,580 | $53,127-55.6% | $86,590-72.8% | $70,131-66.4% |
| Participation rate | 35.5% | 65.3%-29.8pp | 73.5%-38.1pp | 69.5%-34.1pp |
| Annual return | 16.59% | 27.66%-11.1pp | 964.84%-948.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $527 | $2,068-74.5% | $2,839-81.4% | $2,342-77.5% |
| Participant deferral / active EE | $1,519 | $2,696-43.7% | $3,609-57.9% | $3,332-54.4% |
| Admin fee / account holder | $3,766 | $3,585+5.0% | $4,906-23.2% | $4,645-18.9% |