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 | $21,982 | $65,395-66.4% | $182,532-88.0% | $72,985-69.9% |
| Participation rate | 43.2% | 65.4%-22.2pp | 78.0%-34.7pp | 69.5%-26.2pp |
| Annual return | 23.84% | 27.68%-3.8pp | 148.54%-124.7pp | 81.00%-57.2pp |
| Employer contribution / active EE | $668 | $1,911-65.0% | $4,076-83.6% | $2,440-72.6% |
| Participant deferral / active EE | $1,599 | $3,563-55.1% | $5,524-71.0% | $3,607-55.7% |
| Admin fee / account holder | $3,503 | $4,245-17.5% | $8,592-59.2% | $5,124-31.6% |