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 | $45,481 | $76,407-40.5% | $150,298-69.7% | $82,448-44.8% |
| Participation rate | 42.6% | 66.4%-23.8pp | 77.8%-35.2pp | 68.1%-25.5pp |
| Annual return | 14.64% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $903 | $2,614-65.5% | $4,154-78.3% | $2,551-64.6% |
| Participant deferral / active EE | $2,069 | $3,214-35.6% | $5,453-62.1% | $4,139-50.0% |
| Admin fee / account holder | $595 | $6,352-90.6% | $14,116-95.8% | $7,234-91.8% |