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 | $57,214 | $84,233-32.1% | $170,442-66.4% | $70,131-18.4% |
| Participation rate | 50.0% | 70.8%-20.8pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 19.82% | 23.06%-3.2pp | 205.93%-186.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $962 | $3,387-71.6% | $5,433-82.3% | $2,342-58.9% |
| Participant deferral / active EE | $2,617 | $3,086-15.2% | $4,939-47.0% | $3,332-21.5% |
| Admin fee / account holder | $3,334 | $5,698-41.5% | $13,880-76.0% | $4,645-28.2% |