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 | $41,906 | $84,233-50.3% | $170,442-75.4% | $70,131-40.2% |
| Participation rate | 34.5% | 70.8%-36.3pp | 83.6%-49.1pp | 69.5%-35.0pp |
| Annual return | 16.08% | 23.06%-7.0pp | 205.93%-189.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $396 | $3,387-88.3% | $5,433-92.7% | $2,342-83.1% |
| Participant deferral / active EE | $1,010 | $3,086-67.3% | $4,939-79.6% | $3,332-69.7% |
| Admin fee / account holder | $1,621 | $5,698-71.6% | $13,880-88.3% | $4,645-65.1% |