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 | $45,966 | $76,552-40.0% | $123,892-62.9% | $62,891-26.9% |
| Participation rate | 63.3% | 73.0%-9.7pp | 81.4%-18.1pp | 69.3%-6.0pp |
| Annual return | 9.34% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,556 | $2,883-46.0% | $4,617-66.3% | $2,281-31.8% |
| Participant deferral / active EE | $3,263 | $4,840-32.6% | $5,984-45.5% | $3,203+1.9% |
| Admin fee / account holder | $676 | $4,826-86.0% | $8,357-91.9% | $4,296-84.3% |