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 | $40,916 | $91,190-55.1% | $178,490-77.1% | $79,858-48.8% |
| Participation rate | 64.3% | 69.2%-4.9pp | 81.9%-17.6pp | 69.6%-5.3pp |
| Annual return | 15.96% | 24.19%-8.2pp | 151.07%-135.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $777 | $3,256-76.1% | $5,011-84.5% | $2,471-68.6% |
| Participant deferral / active EE | $2,161 | $3,236-33.2% | $5,202-58.4% | $3,740-42.2% |
| Admin fee / account holder | $608 | $6,751-91.0% | $13,984-95.7% | $5,306-88.5% |