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 | $29,745 | $95,416-68.8% | $185,823-84.0% | $85,850-65.4% |
| Participation rate | 44.0% | 68.8%-24.8pp | 81.7%-37.7pp | 69.3%-25.3pp |
| Annual return | 16.56% | 23.59%-7.0pp | 122.05%-105.5pp | 318.53%-302.0pp |
| Employer contribution / active EE | $805 | $3,314-75.7% | $5,167-84.4% | $2,565-68.6% |
| Participant deferral / active EE | $2,179 | $3,423-36.3% | $5,568-60.9% | $3,952-44.9% |
| Admin fee / account holder | $2,610 | $7,213-63.8% | $16,237-83.9% | $6,260-58.3% |