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 | $26,663 | $48,364-44.9% | $71,796-62.9% | $62,891-57.6% |
| Participation rate | 48.1% | 60.6%-12.5pp | 69.1%-21.0pp | 69.3%-21.2pp |
| Annual return | 8.15% | 13.16%-5.0pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $750 | $1,042-28.0% | $1,924-61.0% | $2,281-67.1% |
| Participant deferral / active EE | $1,283 | $2,091-38.6% | $2,794-54.1% | $3,203-59.9% |
| Admin fee / account holder | $2,658 | $3,771-29.5% | $4,815-44.8% | $4,296-38.1% |