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 | $29,134 | $58,512-50.2% | $84,015-65.3% | $72,985-60.1% |
| Participation rate | 45.9% | 61.2%-15.3pp | 69.0%-23.1pp | 69.5%-23.5pp |
| Annual return | 20.63% | 28.93%-8.3pp | 71.31%-50.7pp | 81.00%-60.4pp |
| Employer contribution / active EE | $826 | $1,163-29.0% | $1,983-58.3% | $2,440-66.1% |
| Participant deferral / active EE | $1,434 | $2,394-40.1% | $3,239-55.7% | $3,607-60.2% |
| Admin fee / account holder | $1,882 | $4,569-58.8% | $6,101-69.1% | $5,124-63.3% |