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 | $59,901 | $96,484-37.9% | $156,263-61.7% | $74,304-19.4% |
| Participation rate | 35.8% | 67.7%-31.8pp | 78.9%-43.1pp | 60.3%-24.5pp |
| Annual return | 13.72% | 17.73%-4.0pp | 59.47%-45.7pp | 29.43%-15.7pp |
| Employer contribution / active EE | $1,708 | $2,528-32.5% | $4,333-60.6% | $2,241-23.8% |
| Participant deferral / active EE | $3,011 | $4,286-29.8% | $6,158-51.1% | $3,767-20.1% |
| Admin fee / account holder | $10,296 | $3,728+176.2% | $14,255-27.8% | $2,969+246.8% |