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 | $43,856 | $53,901-18.6% | $134,143-67.3% | $73,488-40.3% |
| Participation rate | 32.0% | 62.8%-30.8pp | 72.2%-40.2pp | 70.7%-38.7pp |
| Annual return | 20.87% | 15.82%+5.1pp | 36.33%-15.5pp | 28.51%-7.6pp |
| Employer contribution / active EE | $669 | $1,458-54.1% | $3,704-81.9% | $2,270-70.5% |
| Participant deferral / active EE | $1,223 | $2,739-55.3% | $3,499-65.0% | $3,740-67.3% |
| Admin fee / account holder | $3,644 | $581+527.7% | $6,684-45.5% | $513+610.3% |