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 | $41,725 | $91,190-54.2% | $178,490-76.6% | $79,858-47.8% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 15.62% | 24.19%-8.6pp | 151.07%-135.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $794 | $3,256-75.6% | $5,011-84.2% | $2,471-67.9% |
| Participant deferral / active EE | $1,324 | $3,236-59.1% | $5,202-74.6% | $3,740-64.6% |
| Admin fee / account holder | $1,303 | $6,751-80.7% | $13,984-90.7% | $5,306-75.4% |