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 | $33,802 | $45,343-25.5% | $150,298-77.5% | $67,986-50.3% |
| Participation rate | 20.7% | 51.9%-31.2pp | 77.8%-57.1pp | 57.2%-36.5pp |
| Annual return | 20.44% | 33.28%-12.8pp | 62.79%-42.3pp | 31.67%-11.2pp |
| Employer contribution / active EE | $775 | $1,462-47.0% | $4,154-81.4% | $2,019-61.6% |
| Participant deferral / active EE | $1,027 | $2,055-50.0% | $5,453-81.2% | $3,358-69.4% |
| Admin fee / account holder | $2,401 | $2,250+6.7% | $14,116-83.0% | $3,203-25.0% |