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 | $57,636 | $101,724-43.3% | $164,813-65.0% | $80,856-28.7% |
| Participation rate | 65.9% | 71.8%-5.9pp | 78.6%-12.7pp | 67.6%-1.7pp |
| Annual return | 11.60% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $852 | $2,953-71.2% | $4,341-80.4% | $2,755-69.1% |
| Participant deferral / active EE | $2,898 | $4,477-35.3% | $6,031-52.0% | $4,296-32.5% |
| Admin fee / account holder | $20,472 | $8,227+148.8% | $12,690+61.3% | $6,918+195.9% |