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 | $77,894 | $81,248-4.1% | $155,509-49.9% | $80,856-3.7% |
| Participation rate | 23.3% | 66.2%-42.9pp | 78.2%-54.9pp | 67.6%-44.4pp |
| Annual return | 10.83% | 33.31%-22.5pp | 64.67%-53.8pp | 35.59%-24.8pp |
| Employer contribution / active EE | $583 | $3,100-81.2% | $4,672-87.5% | $2,755-78.9% |
| Participant deferral / active EE | $1,816 | $3,452-47.4% | $5,626-67.7% | $4,296-57.7% |
| Admin fee / account holder | $1,655 | $7,997-79.3% | $15,912-89.6% | $6,918-76.1% |