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 | $27,587 | $76,367-63.9% | $93,606-70.5% | $72,985-62.2% |
| Participation rate | 33.8% | 71.7%-37.9pp | 75.8%-42.0pp | 69.5%-35.7pp |
| Annual return | 25.84% | 25.82%0pp | 32.76%-6.9pp | 81.00%-55.2pp |
| Employer contribution / active EE | $1,065 | $2,275-53.2% | $2,718-60.8% | $2,440-56.3% |
| Participant deferral / active EE | $1,756 | $3,538-50.4% | $4,069-56.8% | $3,607-51.3% |
| Admin fee / account holder | $332 | $6,838-95.1% | $7,888-95.8% | $5,124-93.5% |