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 | $40,652 | $63,346-35.8% | $92,233-55.9% | $70,131-42.0% |
| Participation rate | 44.8% | 68.7%-23.8pp | 76.5%-31.7pp | 69.5%-24.7pp |
| Annual return | 17.88% | 530.12%-512.2pp | 176.28%-158.4pp | 73.14%-55.3pp |
| Employer contribution / active EE | $847 | $2,471-65.7% | $3,679-77.0% | $2,342-63.8% |
| Participant deferral / active EE | $2,191 | $2,854-23.2% | $3,897-43.8% | $3,332-34.3% |
| Admin fee / account holder | $1,315 | $3,840-65.8% | $5,194-74.7% | $4,645-71.7% |