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 | $33,949 | $61,605-44.9% | $112,229-69.7% | $75,163-54.8% |
| Participation rate | 1.7% | 61.7%-60.0pp | 72.4%-70.8pp | 67.2%-65.5pp |
| Annual return | 16.96% | 28.47%-11.5pp | 30.20%-13.2pp | 160.62%-143.7pp |
| Employer contribution / active EE | $974 | $2,015-51.7% | $3,430-71.6% | $2,670-63.5% |
| Participant deferral / active EE | $1,735 | $3,108-44.2% | $4,798-63.8% | $4,125-57.9% |
| Admin fee / account holder | $2,854 | $4,862-41.3% | $7,748-63.2% | $5,651-49.5% |