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 | $38,533 | $85,202-54.8% | $172,739-77.7% | $72,985-47.2% |
| Participation rate | 54.3% | 70.1%-15.8pp | 82.6%-28.4pp | 69.5%-15.2pp |
| Annual return | 21.02% | 27.32%-6.3pp | 802.84%-781.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $985 | $3,324-70.4% | $5,143-80.9% | $2,440-59.6% |
| Participant deferral / active EE | $2,090 | $3,260-35.9% | $5,198-59.8% | $3,607-42.1% |
| Admin fee / account holder | $2,430 | $5,884-58.7% | $13,954-82.6% | $5,124-52.6% |