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 | $21,835 | $53,127-58.9% | $86,590-74.8% | $70,131-68.9% |
| Participation rate | 63.2% | 65.3%-2.2pp | 73.5%-10.4pp | 69.5%-6.4pp |
| Annual return | 18.81% | 27.66%-8.8pp | 964.84%-946.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,115 | $2,068-46.1% | $2,839-60.7% | $2,342-52.4% |
| Participant deferral / active EE | $4,972 | $2,696+84.4% | $3,609+37.8% | $3,332+49.2% |
| Admin fee / account holder | $1,015 | $3,585-71.7% | $4,906-79.3% | $4,645-78.1% |