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 | $54,338 | $91,552-40.6% | $133,956-59.4% | $79,858-32.0% |
| Participation rate | 60.6% | 73.3%-12.7pp | 79.8%-19.2pp | 69.6%-9.0pp |
| Annual return | 13.40% | 61.85%-48.4pp | 45.09%-31.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $843 | $2,384-64.7% | $3,919-78.5% | $2,471-65.9% |
| Participant deferral / active EE | $1,929 | $3,733-48.3% | $5,048-61.8% | $3,740-48.4% |
| Admin fee / account holder | $1,129 | $6,321-82.1% | $8,927-87.3% | $5,306-78.7% |