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 | $43,790 | $77,899-43.8% | $149,673-70.7% | $75,163-41.7% |
| Participation rate | 43.2% | 65.6%-22.4pp | 78.8%-35.6pp | 67.2%-24.0pp |
| Annual return | 14.60% | 31.72%-17.1pp | 134.42%-119.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $977 | $3,137-68.9% | $4,818-79.7% | $2,670-63.4% |
| Participant deferral / active EE | $2,561 | $3,411-24.9% | $5,680-54.9% | $4,125-37.9% |
| Admin fee / account holder | $974 | $5,956-83.7% | $13,210-92.6% | $5,651-82.8% |