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 | $29,237 | $81,248-64.0% | $155,509-81.2% | $80,856-63.8% |
| Participation rate | 60.3% | 66.2%-5.9pp | 78.2%-17.8pp | 67.6%-7.3pp |
| Annual return | 10.70% | 33.31%-22.6pp | 64.67%-54.0pp | 35.59%-24.9pp |
| Employer contribution / active EE | $880 | $3,100-71.6% | $4,672-81.2% | $2,755-68.1% |
| Participant deferral / active EE | $1,888 | $3,452-45.3% | $5,626-66.4% | $4,296-56.1% |
| Admin fee / account holder | $3,699 | $7,997-53.7% | $15,912-76.8% | $6,918-46.5% |