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 | $67,766 | $94,625-28.4% | $116,228-41.7% | $84,808-20.1% |
| Participation rate | 66.2% | 70.4%-4.3pp | 74.6%-8.4pp | 68.3%-2.2pp |
| Annual return | 15.80% | 20.40%-4.6pp | 90.06%-74.3pp | 40.90%-25.1pp |
| Employer contribution / active EE | $754 | $2,347-67.9% | $2,994-74.8% | $2,631-71.3% |
| Participant deferral / active EE | $2,044 | $3,972-48.5% | $4,953-58.7% | $4,212-51.5% |
| Admin fee / account holder | $1,533 | $10,091-84.8% | $11,989-87.2% | $7,344-79.1% |