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 | $32,858 | $118,427-72.3% | $66,042-50.2% | $142,382-76.9% |
| Participation rate | 69.2% | 68.1%+1.1pp | 67.5%+1.7pp | 80.1%-10.9pp |
| Annual return | 15.26% | 35.57%-20.3pp | 52.11%-36.8pp | 217.08%-201.8pp |
| Employer contribution / active EE | $939 | $2,570-63.5% | $1,579-40.5% | $4,299-78.2% |
| Participant deferral / active EE | $1,013 | $4,311-76.5% | $2,835-64.3% | $6,507-84.4% |
| Admin fee / account holder | $5,379 | $9,593-43.9% | $5,747-6.4% | $12,624-57.4% |