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 | $40,777 | $76,407-46.6% | $150,298-72.9% | $82,448-50.5% |
| Participation rate | 58.5% | 66.4%-7.9pp | 77.8%-19.3pp | 68.1%-9.6pp |
| Annual return | 22.53% | 39.99%-17.5pp | 62.79%-40.3pp | 41.64%-19.1pp |
| Employer contribution / active EE | $1,451 | $2,614-44.5% | $4,154-65.1% | $2,551-43.1% |
| Participant deferral / active EE | $1,971 | $3,214-38.7% | $5,453-63.8% | $4,139-52.4% |
| Admin fee / account holder | $1,339 | $6,352-78.9% | $14,116-90.5% | $7,234-81.5% |