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 | $45,081 | $79,944-43.6% | $98,439-54.2% | $75,163-40.0% |
| Participation rate | 51.4% | 70.4%-19.0pp | 75.2%-23.8pp | 67.2%-15.8pp |
| Annual return | 14.60% | 19.75%-5.1pp | 21.16%-6.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $647 | $2,264-71.4% | $3,048-78.8% | $2,670-75.8% |
| Participant deferral / active EE | $2,173 | $3,752-42.1% | $4,738-54.1% | $4,125-47.3% |
| Admin fee / account holder | $1,460 | $6,840-78.7% | $8,948-83.7% | $5,651-74.2% |