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 | $26,092 | $104,251-75.0% | $91,001-71.3% | $147,584-82.3% |
| Participation rate | 53.8% | 78.2%-24.4pp | 75.6%-21.8pp | 82.8%-29.0pp |
| Annual return | 14.16% | 27.06%-12.9pp | 4.60%+9.6pp | 578.55%-564.4pp |
| Employer contribution / active EE | $725 | $3,116-76.7% | $2,456-70.5% | $4,876-85.1% |
| Participant deferral / active EE | $2,468 | $4,195-41.2% | $3,547-30.4% | $5,439-54.6% |
| Admin fee / account holder | $2,214 | $8,948-75.3% | $5,417-59.1% | $10,885-79.7% |