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 | $32,701 | $52,580-37.8% | $71,671-54.4% | $70,131-53.4% |
| Participation rate | 54.7% | 60.9%-6.2pp | 68.7%-14.0pp | 69.5%-14.8pp |
| Annual return | 14.51% | 20.25%-5.7pp | 20.65%-6.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $967 | $1,616-40.2% | $2,460-60.7% | $2,342-58.7% |
| Participant deferral / active EE | $1,286 | $2,386-46.1% | $3,438-62.6% | $3,332-61.4% |
| Admin fee / account holder | $1,518 | $3,653-58.4% | $5,558-72.7% | $4,645-67.3% |