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 | $49,907 | $91,552-45.5% | $133,956-62.7% | $79,858-37.5% |
| Participation rate | 46.7% | 73.3%-26.7pp | 79.8%-33.2pp | 69.6%-23.0pp |
| Annual return | 19.21% | 61.85%-42.6pp | 45.09%-25.9pp | 31.71%-12.5pp |
| Employer contribution / active EE | $776 | $2,384-67.5% | $3,919-80.2% | $2,471-68.6% |
| Participant deferral / active EE | $1,842 | $3,733-50.7% | $5,048-63.5% | $3,740-50.7% |
| Admin fee / account holder | $385 | $6,321-93.9% | $8,927-95.7% | $5,306-92.7% |