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 | $53,446 | $73,933-27.7% | $96,683-44.7% | $75,163-28.9% |
| Participation rate | 57.1% | 66.4%-9.3pp | 74.3%-17.2pp | 67.2%-10.0pp |
| Annual return | 14.55% | 26.70%-12.2pp | 35.69%-21.1pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,043 | $2,928-64.4% | $3,737-72.1% | $2,670-60.9% |
| Participant deferral / active EE | $2,219 | $3,659-39.3% | $4,878-54.5% | $4,125-46.2% |
| Admin fee / account holder | $769 | $5,216-85.3% | $6,730-88.6% | $5,651-86.4% |