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 | $34,898 | $103,949-66.4% | $69,182-49.6% | $273,961-87.3% |
| Participation rate | 66.7% | 67.4%-0.7pp | 55.1%+11.6pp | 83.0%-16.3pp |
| Annual return | 4.17% | 35.28%-31.1pp | -21.93%+26.1pp | 41.45%-37.3pp |
| Employer contribution / active EE | $800 | $1,783-55.1% | $1,206-33.7% | $4,869-83.6% |
| Participant deferral / active EE | $2,117 | $2,716-22.1% | $1,897+11.6% | $5,287-60.0% |
| Admin fee / account holder | $5,525 | $3,671+50.5% | $2,697+104.9% | $10,132-45.5% |