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 | $30,330 | $46,869-35.3% | $122,332-75.2% | $70,131-56.8% |
| Participation rate | 42.3% | 58.2%-15.9pp | 71.6%-29.3pp | 69.5%-27.2pp |
| Annual return | 17.21% | 24.22%-7.0pp | 30.27%-13.1pp | 73.14%-55.9pp |
| Employer contribution / active EE | $758 | $1,288-41.2% | $4,050-81.3% | $2,342-67.7% |
| Participant deferral / active EE | $1,031 | $2,166-52.4% | $3,287-68.6% | $3,332-69.1% |
| Admin fee / account holder | $321 | $3,322-90.3% | $5,478-94.1% | $4,645-93.1% |