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 | $63,695 | $101,724-37.4% | $164,813-61.4% | $80,856-21.2% |
| Participation rate | 44.0% | 71.8%-27.8pp | 78.6%-34.6pp | 67.6%-23.6pp |
| Annual return | 14.92% | 16.72%-1.8pp | 69.93%-55.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,342 | $2,953-54.6% | $4,341-69.1% | $2,755-51.3% |
| Participant deferral / active EE | $3,266 | $4,477-27.0% | $6,031-45.8% | $4,296-24.0% |
| Admin fee / account holder | $711 | $8,227-91.4% | $12,690-94.4% | $6,918-89.7% |