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 | $39,313 | $78,672-50.0% | $109,143-64.0% | $85,850-54.2% |
| Participation rate | 40.4% | 68.3%-27.9pp | 75.9%-35.5pp | 69.3%-28.9pp |
| Annual return | 16.14% | 25.09%-8.9pp | 25.75%-9.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $722 | $2,735-73.6% | $3,722-80.6% | $2,565-71.9% |
| Participant deferral / active EE | $1,827 | $3,467-47.3% | $4,653-60.7% | $3,952-53.8% |
| Admin fee / account holder | $301 | $5,469-94.5% | $6,752-95.5% | $6,260-95.2% |