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 | $38,784 | $162,781-76.2% | $133,956-71.0% | $158,922-75.6% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | 7.36% | 41.94%-34.6pp | 45.09%-37.7pp | 302.83%-295.5pp |
| Employer contribution / active EE | $951 | $4,975-80.9% | $3,919-75.7% | $4,761-80.0% |
| Participant deferral / active EE | $4,922 | $5,911-16.7% | $5,048-2.5% | $5,982-17.7% |
| Admin fee / account holder | $3,429 | $11,736-70.8% | $8,927-61.6% | $11,246-69.5% |