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 | $47,182 | $35,183+34.1% | $73,545-35.8% | $70,131-32.7% |
| Participation rate | 59.0% | 42.9%+16.1pp | 54.9%+4.1pp | 69.5%-10.5pp |
| Annual return | 13.82% | 26.90%-13.1pp | -15.16%+29.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $1,229 | $709+73.4% | $1,219+0.8% | $2,342-47.5% |
| Participant deferral / active EE | $3,941 | $1,220+223.1% | $1,806+118.2% | $3,332+18.3% |
| Admin fee / account holder | $8,042 | $2,302+249.3% | $2,320+246.7% | $4,645+73.1% |