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 | $31,872 | $85,766-62.8% | $136,294-76.6% | $70,131-54.6% |
| Participation rate | 48.3% | 74.2%-25.9pp | 81.9%-33.6pp | 69.5%-21.3pp |
| Annual return | 18.69% | 31.45%-12.8pp | 5155.94%-5137.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $671 | $2,966-77.4% | $4,695-85.7% | $2,342-71.4% |
| Participant deferral / active EE | $3,316 | $5,051-34.3% | $6,247-46.9% | $3,332-0.5% |
| Admin fee / account holder | $5,070 | $5,420-6.5% | $9,243-45.1% | $4,645+9.1% |