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 | $58,686 | $106,515-44.9% | $96,683-39.3% | $139,434-57.9% |
| Participation rate | 39.1% | 77.8%-38.7pp | 74.3%-35.2pp | 80.3%-41.2pp |
| Annual return | 17.62% | 38.43%-20.8pp | 35.69%-18.1pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,270 | $4,103-69.0% | $3,737-66.0% | $4,751-73.3% |
| Participant deferral / active EE | $1,392 | $5,454-74.5% | $4,878-71.5% | $6,710-79.3% |
| Admin fee / account holder | $1,356 | $7,877-82.8% | $6,730-79.9% | $11,403-88.1% |