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 | $32,863 | $109,881-70.1% | $150,045-78.1% | $84,808-61.3% |
| Participation rate | 62.0% | 76.1%-14.1pp | 82.3%-20.4pp | 68.3%-6.3pp |
| Annual return | 19.66% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $829 | $3,561-76.7% | $4,693-82.3% | $2,631-68.5% |
| Participant deferral / active EE | $2,576 | $6,636-61.2% | $7,997-67.8% | $4,212-38.8% |
| Admin fee / account holder | $2,560 | $8,568-70.1% | $13,435-80.9% | $7,344-65.1% |