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 | $43,160 | $142,405-69.7% | $115,157-62.5% | $152,861-71.8% |
| Participation rate | 58.8% | 82.4%-23.5pp | 75.9%-17.1pp | 82.4%-23.6pp |
| Annual return | 27.18% | 41.48%-14.3pp | 35.60%-8.4pp | 345.32%-318.1pp |
| Employer contribution / active EE | $901 | $4,010-77.5% | $3,179-71.6% | $4,762-81.1% |
| Participant deferral / active EE | $2,354 | $5,164-54.4% | $4,168-43.5% | $5,850-59.8% |
| Admin fee / account holder | $4,037 | $8,462-52.3% | $7,088-43.0% | $11,596-65.2% |