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 | $26,734 | $78,103-65.8% | $289,028-90.8% | $116,875-77.1% |
| Participation rate | 47.1% | 69.5%-22.4pp | 78.0%-30.9pp | 74.5%-27.5pp |
| Annual return | 17.99% | 15.26%+2.7pp | 243.94%-225.9pp | 16.29%+1.7pp |
| Employer contribution / active EE | $839 | $2,718-69.1% | $6,326-86.7% | $3,288-74.5% |
| Participant deferral / active EE | $1,390 | $2,921-52.4% | $4,804-71.1% | $3,885-64.2% |
| Admin fee / account holder | $2,290 | $8,683-73.6% | $14,050-83.7% | $12,263-81.3% |