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 | $33,236 | $77,899-57.3% | $149,673-77.8% | $75,163-55.8% |
| Participation rate | 26.5% | 65.6%-39.0pp | 78.8%-52.2pp | 67.2%-40.7pp |
| Annual return | 21.26% | 31.72%-10.5pp | 134.42%-113.2pp | 160.62%-139.4pp |
| Employer contribution / active EE | $460 | $3,137-85.3% | $4,818-90.5% | $2,670-82.8% |
| Participant deferral / active EE | $1,113 | $3,411-67.4% | $5,680-80.4% | $4,125-73.0% |
| Admin fee / account holder | $2,026 | $5,956-66.0% | $13,210-84.7% | $5,651-64.2% |