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 | $27,985 | $55,706-49.8% | $75,886-63.1% | $72,985-61.7% |
| Participation rate | 46.9% | 61.1%-14.3pp | 69.3%-22.4pp | 69.5%-22.6pp |
| Annual return | 22.66% | 27.59%-4.9pp | 30.76%-8.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $327 | $1,687-80.6% | $2,500-86.9% | $2,440-86.6% |
| Participant deferral / active EE | $1,496 | $2,634-43.2% | $3,603-58.5% | $3,607-58.5% |
| Admin fee / account holder | $1,955 | $3,978-50.9% | $5,418-63.9% | $5,124-61.8% |