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 | $41,195 | $63,346-35.0% | $92,233-55.3% | $70,131-41.3% |
| Participation rate | 35.7% | 68.7%-33.0pp | 76.5%-40.8pp | 69.5%-33.8pp |
| Annual return | 15.25% | 530.12%-514.9pp | 176.28%-161.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $522 | $2,471-78.9% | $3,679-85.8% | $2,342-77.7% |
| Participant deferral / active EE | $1,236 | $2,854-56.7% | $3,897-68.3% | $3,332-62.9% |
| Admin fee / account holder | $1,347 | $3,840-64.9% | $5,194-74.1% | $4,645-71.0% |