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 | $33,891 | $77,899-56.5% | $149,673-77.4% | $75,163-54.9% |
| Participation rate | 55.2% | 65.6%-10.4pp | 78.8%-23.5pp | 67.2%-12.0pp |
| Annual return | 19.35% | 31.72%-12.4pp | 134.42%-115.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $624 | $3,137-80.1% | $4,818-87.0% | $2,670-76.6% |
| Participant deferral / active EE | $2,460 | $3,411-27.9% | $5,680-56.7% | $4,125-40.4% |
| Admin fee / account holder | $2,637 | $5,956-55.7% | $13,210-80.0% | $5,651-53.3% |