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 | $45,553 | $84,233-45.9% | $170,442-73.3% | $70,131-35.0% |
| Participation rate | 43.5% | 70.8%-27.4pp | 83.6%-40.1pp | 69.5%-26.1pp |
| Annual return | 16.63% | 23.06%-6.4pp | 205.93%-189.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $987 | $3,387-70.8% | $5,433-81.8% | $2,342-57.9% |
| Participant deferral / active EE | $1,511 | $3,086-51.0% | $4,939-69.4% | $3,332-54.6% |
| Admin fee / account holder | $2,438 | $5,698-57.2% | $13,880-82.4% | $4,645-47.5% |