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 | $27,746 | $65,395-57.6% | $182,532-84.8% | $72,985-62.0% |
| Participation rate | 51.7% | 65.4%-13.7pp | 78.0%-26.3pp | 69.5%-17.8pp |
| Annual return | 20.75% | 27.68%-6.9pp | 148.54%-127.8pp | 81.00%-60.3pp |
| Employer contribution / active EE | $901 | $1,911-52.8% | $4,076-77.9% | $2,440-63.1% |
| Participant deferral / active EE | $3,389 | $3,563-4.9% | $5,524-38.6% | $3,607-6.0% |
| Admin fee / account holder | $401 | $4,245-90.5% | $8,592-95.3% | $5,124-92.2% |