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 | $43,124 | $77,899-44.6% | $149,673-71.2% | $75,163-42.6% |
| Participation rate | 65.5% | 65.6%-0.1pp | 78.8%-13.2pp | 67.2%-1.7pp |
| Annual return | 13.47% | 31.72%-18.2pp | 134.42%-120.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $616 | $3,137-80.4% | $4,818-87.2% | $2,670-76.9% |
| Participant deferral / active EE | $1,962 | $3,411-42.5% | $5,680-65.5% | $4,125-52.4% |
| Admin fee / account holder | $2,321 | $5,956-61.0% | $13,210-82.4% | $5,651-58.9% |