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 | $38,875 | $77,899-50.1% | $149,673-74.0% | $75,163-48.3% |
| Participation rate | 34.2% | 65.6%-31.4pp | 78.8%-44.6pp | 67.2%-33.0pp |
| Annual return | 17.06% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $694 | $3,137-77.9% | $4,818-85.6% | $2,670-74.0% |
| Participant deferral / active EE | $2,193 | $3,411-35.7% | $5,680-61.4% | $4,125-46.8% |
| Admin fee / account holder | $4,546 | $5,956-23.7% | $13,210-65.6% | $5,651-19.6% |