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 | $27,600 | $80,968-65.9% | $96,544-71.4% | $75,163-63.3% |
| Participation rate | 65.3% | 71.8%-6.4pp | 76.0%-10.6pp | 67.2%-1.9pp |
| Annual return | 19.41% | 27.06%-7.7pp | 25.84%-6.4pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,273 | $2,282-44.2% | $2,965-57.1% | $2,670-52.3% |
| Participant deferral / active EE | $2,073 | $3,928-47.2% | $4,851-57.3% | $4,125-49.8% |
| Admin fee / account holder | $4,228 | $6,724-37.1% | $8,252-48.8% | $5,651-25.2% |