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 | $45,258 | $67,606-33.1% | $82,313-45.0% | $70,131-35.5% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 15.50% | 21.57%-6.1pp | 25.88%-10.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $432 | $1,755-75.4% | $2,428-82.2% | $2,342-81.6% |
| Participant deferral / active EE | $4,530 | $2,987+51.7% | $3,706+22.2% | $3,332+36.0% |
| Admin fee / account holder | $21,991 | $4,512+387.4% | $5,608+292.1% | $4,645+373.4% |