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 | $39,275 | $65,041-39.6% | $90,951-56.8% | $79,858-50.8% |
| Participation rate | 50.8% | 61.6%-10.8pp | 69.0%-18.2pp | 69.6%-18.8pp |
| Annual return | 13.39% | 30.45%-17.1pp | 134.60%-121.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $692 | $1,247-44.5% | $2,122-67.4% | $2,471-72.0% |
| Participant deferral / active EE | $2,109 | $2,512-16.0% | $3,373-37.5% | $3,740-43.6% |
| Admin fee / account holder | $2,656 | $4,536-41.4% | $5,959-55.4% | $5,306-49.9% |