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 | $44,376 | $81,248-45.4% | $155,509-71.5% | $80,856-45.1% |
| Participation rate | 16.3% | 66.2%-50.0pp | 78.2%-61.9pp | 67.6%-51.4pp |
| Annual return | 15.55% | 33.31%-17.8pp | 64.67%-49.1pp | 35.59%-20.0pp |
| Employer contribution / active EE | $437 | $3,100-85.9% | $4,672-90.6% | $2,755-84.1% |
| Participant deferral / active EE | $1,039 | $3,452-69.9% | $5,626-81.5% | $4,296-75.8% |
| Admin fee / account holder | $486 | $7,997-93.9% | $15,912-96.9% | $6,918-93.0% |