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 | $58,116 | $74,927-22.4% | $101,794-42.9% | $84,808-31.5% |
| Participation rate | 46.2% | 61.4%-15.2pp | 69.2%-23.0pp | 68.3%-22.2pp |
| Annual return | 25.66% | 18.70%+7.0pp | 30.53%-4.9pp | 40.90%-15.2pp |
| Employer contribution / active EE | $926 | $1,522-39.2% | $2,289-59.6% | $2,631-64.8% |
| Participant deferral / active EE | $2,819 | $3,099-9.0% | $4,084-31.0% | $4,212-33.1% |
| Admin fee / account holder | $636 | $6,514-90.2% | $8,777-92.8% | $7,344-91.3% |