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 | $74,521 | $105,931-29.7% | $81,930-9.0% | $158,922-53.1% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 15.09% | 38.17%-23.1pp | 29.49%-14.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $514 | $7,800-93.4% | $4,310-88.1% | $4,761-89.2% |
| Participant deferral / active EE | $1,175 | $13,003-91.0% | $7,107-83.5% | $5,982-80.4% |
| Admin fee / account holder | $4,184 | $8,489-50.7% | $5,158-18.9% | $11,246-62.8% |