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 | $34,319 | $72,012-52.3% | $185,823-81.5% | $79,858-57.0% |
| Participation rate | 64.3% | 65.8%-1.5pp | 78.0%-13.7pp | 69.6%-5.3pp |
| Annual return | 13.38% | 23.12%-9.7pp | 35.95%-22.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $374 | $1,965-81.0% | $4,087-90.9% | $2,471-84.9% |
| Participant deferral / active EE | $2,715 | $3,779-28.1% | $5,632-51.8% | $3,740-27.4% |
| Admin fee / account holder | $2,747 | $4,513-39.1% | $9,500-71.1% | $5,306-48.2% |