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 | $43,426 | $84,233-48.4% | $170,442-74.5% | $70,131-38.1% |
| Participation rate | 58.2% | 70.8%-12.6pp | 83.6%-25.4pp | 69.5%-11.3pp |
| Annual return | 15.33% | 23.06%-7.7pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $923 | $3,387-72.7% | $5,433-83.0% | $2,342-60.6% |
| Participant deferral / active EE | $1,123 | $3,086-63.6% | $4,939-77.3% | $3,332-66.3% |
| Admin fee / account holder | $2,141 | $5,698-62.4% | $13,880-84.6% | $4,645-53.9% |