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 | $76,651 | $91,552-16.3% | $133,956-42.8% | $79,858-4.0% |
| Participation rate | 59.8% | 73.3%-13.6pp | 79.8%-20.1pp | 69.6%-9.9pp |
| Annual return | 20.84% | 61.85%-41.0pp | 45.09%-24.3pp | 31.71%-10.9pp |
| Employer contribution / active EE | $808 | $2,384-66.1% | $3,919-79.4% | $2,471-67.3% |
| Participant deferral / active EE | $2,500 | $3,733-33.0% | $5,048-50.5% | $3,740-33.1% |
| Admin fee / account holder | $370 | $6,321-94.1% | $8,927-95.9% | $5,306-93.0% |