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 | $33,171 | $53,127-37.6% | $86,590-61.7% | $70,131-52.7% |
| Participation rate | 56.0% | 65.3%-9.3pp | 73.5%-17.5pp | 69.5%-13.5pp |
| Annual return | 17.26% | 27.66%-10.4pp | 964.84%-947.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $303 | $2,068-85.4% | $2,839-89.3% | $2,342-87.1% |
| Participant deferral / active EE | $1,305 | $2,696-51.6% | $3,609-63.8% | $3,332-60.8% |
| Admin fee / account holder | $453 | $3,585-87.4% | $4,906-90.8% | $4,645-90.3% |