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 | $31,887 | $55,415-42.5% | $155,509-79.5% | $74,495-57.2% |
| Participation rate | 60.3% | 61.9%-1.6pp | 78.2%-17.9pp | 67.2%-6.9pp |
| Annual return | 12.39% | 268.50%-256.1pp | 64.67%-52.3pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $553 | $2,267-75.6% | $4,672-88.2% | $2,623-78.9% |
| Participant deferral / active EE | $1,874 | $2,836-33.9% | $5,626-66.7% | $4,346-56.9% |
| Admin fee / account holder | $1,710 | $1,738-1.6% | $15,912-89.3% | $1,942-12.0% |