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 | $44,962 | $73,933-39.2% | $96,683-53.5% | $75,163-40.2% |
| Participation rate | 59.4% | 66.4%-7.0pp | 74.3%-15.0pp | 67.2%-7.8pp |
| Annual return | 18.87% | 26.70%-7.8pp | 35.69%-16.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,621 | $2,928-44.6% | $3,737-56.6% | $2,670-39.3% |
| Participant deferral / active EE | $2,936 | $3,659-19.8% | $4,878-39.8% | $4,125-28.8% |
| Admin fee / account holder | $503 | $5,216-90.4% | $6,730-92.5% | $5,651-91.1% |