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 | $38,094 | $85,202-55.3% | $172,739-77.9% | $72,985-47.8% |
| Participation rate | 62.8% | 70.1%-7.3pp | 82.6%-19.9pp | 69.5%-6.7pp |
| Annual return | 25.15% | 27.32%-2.2pp | 802.84%-777.7pp | 81.00%-55.8pp |
| Employer contribution / active EE | $716 | $3,324-78.5% | $5,143-86.1% | $2,440-70.7% |
| Participant deferral / active EE | $3,004 | $3,260-7.9% | $5,198-42.2% | $3,607-16.7% |
| Admin fee / account holder | $459 | $5,884-92.2% | $13,954-96.7% | $5,124-91.0% |