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 | $37,538 | $105,630-64.5% | $87,507-57.1% | $273,961-86.3% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 7.61% | 12.25%-4.6pp | 12.21%-4.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $866 | $3,141-72.4% | $2,550-66.0% | $4,869-82.2% |
| Participant deferral / active EE | $3,272 | $3,601-9.1% | $3,149+3.9% | $5,287-38.1% |
| Admin fee / account holder | $1,090 | $4,781-77.2% | $4,221-74.2% | $10,132-89.2% |