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 | $20,887 | $62,672-66.7% | $185,117-88.7% | $70,131-70.2% |
| Participation rate | 49.1% | 63.8%-14.7pp | 77.3%-28.2pp | 69.5%-20.5pp |
| Annual return | 20.40% | 40.79%-20.4pp | 40.50%-20.1pp | 73.14%-52.7pp |
| Employer contribution / active EE | $939 | $1,753-46.5% | $4,182-77.6% | $2,342-59.9% |
| Participant deferral / active EE | $1,483 | $3,272-54.7% | $5,045-70.6% | $3,332-55.5% |
| Admin fee / account holder | $1,617 | $3,932-58.9% | $8,159-80.2% | $4,645-65.2% |