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 | $28,859 | $54,541-47.1% | $78,778-63.4% | $70,131-58.8% |
| Participation rate | 34.5% | 60.8%-26.3pp | 69.2%-34.7pp | 69.5%-35.1pp |
| Annual return | 14.51% | 21.07%-6.6pp | 35.62%-21.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $367 | $1,089-66.3% | $1,986-81.5% | $2,342-84.3% |
| Participant deferral / active EE | $1,545 | $2,210-30.1% | $2,958-47.8% | $3,332-53.6% |
| Admin fee / account holder | $642 | $3,709-82.7% | $5,134-87.5% | $4,645-86.2% |