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 | $54,526 | $94,625-42.4% | $116,228-53.1% | $84,808-35.7% |
| Participation rate | 58.3% | 70.4%-12.1pp | 74.6%-16.2pp | 68.3%-10.0pp |
| Annual return | 13.72% | 20.40%-6.7pp | 90.06%-76.3pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,170 | $2,347-50.1% | $2,994-60.9% | $2,631-55.5% |
| Participant deferral / active EE | $1,734 | $3,972-56.3% | $4,953-65.0% | $4,212-58.8% |
| Admin fee / account holder | $3,203 | $10,091-68.3% | $11,989-73.3% | $7,344-56.4% |