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 | $61,118 | $62,672-2.5% | $185,117-67.0% | $70,131-12.9% |
| Participation rate | 34.9% | 63.8%-28.9pp | 77.3%-42.4pp | 69.5%-34.7pp |
| Annual return | 16.02% | 40.79%-24.8pp | 40.50%-24.5pp | 73.14%-57.1pp |
| Employer contribution / active EE | $838 | $1,753-52.2% | $4,182-80.0% | $2,342-64.2% |
| Participant deferral / active EE | $1,448 | $3,272-55.7% | $5,045-71.3% | $3,332-56.5% |
| Admin fee / account holder | $1,753 | $3,932-55.4% | $8,159-78.5% | $4,645-62.3% |