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 | $83,917 | $117,983-28.9% | $101,794-17.6% | $142,382-41.1% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 17.13% | 36.92%-19.8pp | 30.53%-13.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $888 | $2,773-68.0% | $2,289-61.2% | $4,299-79.3% |
| Participant deferral / active EE | $2,220 | $4,714-52.9% | $4,084-45.6% | $6,507-65.9% |
| Admin fee / account holder | $500 | $10,433-95.2% | $8,777-94.3% | $12,624-96.0% |