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 | $44,350 | $77,899-43.1% | $149,673-70.4% | $75,163-41.0% |
| Participation rate | 56.7% | 65.6%-8.9pp | 78.8%-22.1pp | 67.2%-10.5pp |
| Annual return | 14.80% | 31.72%-16.9pp | 134.42%-119.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $411 | $3,137-86.9% | $4,818-91.5% | $2,670-84.6% |
| Participant deferral / active EE | $1,646 | $3,411-51.7% | $5,680-71.0% | $4,125-60.1% |
| Admin fee / account holder | $1,188 | $5,956-80.1% | $13,210-91.0% | $5,651-79.0% |