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 | $74,931 | $95,803-21.8% | $113,168-33.8% | $84,808-11.6% |
| Participation rate | 53.5% | 72.9%-19.4pp | 76.6%-23.1pp | 68.3%-14.8pp |
| Annual return | 21.18% | 25.00%-3.8pp | 24.27%-3.1pp | 40.90%-19.7pp |
| Employer contribution / active EE | $944 | $2,360-60.0% | $2,975-68.3% | $2,631-64.1% |
| Participant deferral / active EE | $3,080 | $4,242-27.4% | $5,107-39.7% | $4,212-26.9% |
| Admin fee / account holder | $4,224 | $8,989-53.0% | $12,068-65.0% | $7,344-42.5% |