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 | $45,350 | $52,681-13.9% | $75,781-40.2% | $59,632-24.0% |
| Participation rate | 30.6% | 67.2%-36.6pp | 75.8%-45.2pp | 68.7%-38.1pp |
| Annual return | 8.08% | 2.95%+5.1pp | 9.68%-1.6pp | 2041.28%-2033.2pp |
| Employer contribution / active EE | $816 | $2,193-62.8% | $3,323-75.5% | $2,203-63.0% |
| Participant deferral / active EE | $1,661 | $2,591-35.9% | $3,651-54.5% | $3,192-48.0% |
| Admin fee / account holder | $7,366 | $3,610+104.1% | $5,299+39.0% | $4,297+71.4% |