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 | $34,156 | $51,175-33.3% | $70,515-51.6% | $75,163-54.6% |
| Participation rate | 57.9% | 60.9%-3.0pp | 68.3%-10.5pp | 67.2%-9.3pp |
| Annual return | 18.00% | 30.02%-12.0pp | 32.77%-14.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $802 | $1,826-56.1% | $2,973-73.0% | $2,670-69.9% |
| Participant deferral / active EE | $2,218 | $2,849-22.1% | $4,567-51.4% | $4,125-46.2% |
| Admin fee / account holder | $3,836 | $4,091-6.2% | $6,412-40.2% | $5,651-32.1% |