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 | $39,847 | $84,233-52.7% | $170,442-76.6% | $70,131-43.2% |
| Participation rate | 27.2% | 70.8%-43.7pp | 83.6%-56.4pp | 69.5%-42.4pp |
| Annual return | 14.57% | 23.06%-8.5pp | 205.93%-191.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $986 | $3,387-70.9% | $5,433-81.8% | $2,342-57.9% |
| Participant deferral / active EE | $1,027 | $3,086-66.7% | $4,939-79.2% | $3,332-69.2% |
| Admin fee / account holder | $3,331 | $5,698-41.5% | $13,880-76.0% | $4,645-28.3% |