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 | $70,737 | $81,460-13.2% | $103,333-31.5% | $80,856-12.5% |
| Participation rate | 24.0% | 66.8%-42.8pp | 74.5%-50.5pp | 67.6%-43.6pp |
| Annual return | 11.74% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,048 | $3,105-66.3% | $3,868-72.9% | $2,755-62.0% |
| Participant deferral / active EE | $2,425 | $3,869-37.3% | $5,057-52.1% | $4,296-43.5% |
| Admin fee / account holder | $2,613 | $6,566-60.2% | $8,355-68.7% | $6,918-62.2% |