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 | $23,264 | $43,327-46.3% | $59,878-61.1% | $64,186-63.8% |
| Participation rate | 23.3% | 69.2%-45.9pp | 74.7%-51.4pp | 69.6%-46.3pp |
| Annual return | 21.47% | -1.55%+23.0pp | 3.46%+18.0pp | 7.63%+13.8pp |
| Employer contribution / active EE | $402 | $2,028-80.2% | $2,722-85.2% | $2,381-83.1% |
| Participant deferral / active EE | $1,241 | $2,546-51.3% | $3,402-63.5% | $3,470-64.2% |
| Admin fee / account holder | $1,686 | $3,005-43.9% | $3,590-53.0% | $4,888-65.5% |