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 | $64,705 | $109,881-41.1% | $150,045-56.9% | $84,808-23.7% |
| Participation rate | 63.2% | 76.1%-12.9pp | 82.3%-19.2pp | 68.3%-5.2pp |
| Annual return | 22.63% | 28.25%-5.6pp | 62.55%-39.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $866 | $3,561-75.7% | $4,693-81.5% | $2,631-67.1% |
| Participant deferral / active EE | $9,575 | $6,636+44.3% | $7,997+19.7% | $4,212+127.4% |
| Admin fee / account holder | $25,917 | $8,568+202.5% | $13,435+92.9% | $7,344+252.9% |