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 | $72,813 | $117,983-38.3% | $101,794-28.5% | $142,382-48.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 12.85% | 36.92%-24.1pp | 30.53%-17.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $659 | $2,773-76.2% | $2,289-71.2% | $4,299-84.7% |
| Participant deferral / active EE | $3,877 | $4,714-17.8% | $4,084-5.1% | $6,507-40.4% |
| Admin fee / account holder | $1,511 | $10,433-85.5% | $8,777-82.8% | $12,624-88.0% |