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 | $38,172 | $98,750-61.3% | $149,696-74.5% | $79,858-52.2% |
| Participation rate | 36.7% | 75.8%-39.1pp | 82.5%-45.8pp | 69.6%-33.0pp |
| Annual return | 13.66% | 27.43%-13.8pp | 276.60%-262.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $708 | $3,216-78.0% | $4,644-84.8% | $2,471-71.3% |
| Participant deferral / active EE | $2,668 | $5,680-53.0% | $6,842-61.0% | $3,740-28.7% |
| Admin fee / account holder | $5,621 | $6,053-7.1% | $9,309-39.6% | $5,306+5.9% |