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 | $41,031 | $95,416-57.0% | $185,823-77.9% | $85,850-52.2% |
| Participation rate | 67.3% | 68.8%-1.4pp | 81.7%-14.4pp | 69.3%-2.0pp |
| Annual return | 16.42% | 23.59%-7.2pp | 122.05%-105.6pp | 318.53%-302.1pp |
| Employer contribution / active EE | $824 | $3,314-75.1% | $5,167-84.1% | $2,565-67.9% |
| Participant deferral / active EE | $2,692 | $3,423-21.4% | $5,568-51.7% | $3,952-31.9% |
| Admin fee / account holder | $4,633 | $7,213-35.8% | $16,237-71.5% | $6,260-26.0% |