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 | $33,954 | $113,339-70.0% | $94,993-64.3% | $147,584-77.0% |
| Participation rate | 44.4% | 78.0%-33.5pp | 73.9%-29.4pp | 82.8%-38.4pp |
| Annual return | 9.27% | 20.77%-11.5pp | 27.12%-17.9pp | 578.55%-569.3pp |
| Employer contribution / active EE | $721 | $3,160-77.2% | $2,603-72.3% | $4,876-85.2% |
| Participant deferral / active EE | $1,003 | $3,777-73.4% | $3,317-69.8% | $5,439-81.6% |
| Admin fee / account holder | $4,860 | $6,063-19.8% | $4,960-2.0% | $10,885-55.4% |