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 | $21,230 | $50,982-58.4% | $154,803-86.3% | $85,563-75.2% |
| Participation rate | 32.0% | 59.8%-27.8pp | 78.1%-46.1pp | 66.0%-34.0pp |
| Annual return | 23.16% | 30.35%-7.2pp | 58.88%-35.7pp | 31.51%-8.4pp |
| Employer contribution / active EE | $769 | $1,708-55.0% | $4,305-82.1% | $2,654-71.0% |
| Participant deferral / active EE | $1,453 | $2,474-41.3% | $5,540-73.8% | $4,375-66.8% |
| Admin fee / account holder | $2,697 | $846+218.9% | $14,329-81.2% | $834+223.3% |