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 | $64,745 | $89,355-27.5% | $141,162-54.1% | $72,985-11.3% |
| Participation rate | 53.2% | 75.1%-21.9pp | 82.5%-29.3pp | 69.5%-16.3pp |
| Annual return | 21.36% | 111.85%-90.5pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $804 | $3,114-74.2% | $4,735-83.0% | $2,440-67.0% |
| Participant deferral / active EE | $3,188 | $5,418-41.2% | $6,709-52.5% | $3,607-11.6% |
| Admin fee / account holder | $9,327 | $5,958+56.5% | $10,261-9.1% | $5,124+82.0% |