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 | $45,895 | $53,127-13.6% | $86,590-47.0% | $70,131-34.6% |
| Participation rate | 54.1% | 65.3%-11.3pp | 73.5%-19.5pp | 69.5%-15.5pp |
| Annual return | 18.24% | 27.66%-9.4pp | 964.84%-946.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $661 | $2,068-68.0% | $2,839-76.7% | $2,342-71.8% |
| Participant deferral / active EE | $1,992 | $2,696-26.1% | $3,609-44.8% | $3,332-40.2% |
| Admin fee / account holder | $2,643 | $3,585-26.3% | $4,906-46.1% | $4,645-43.1% |