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 | $26,415 | $45,035-41.3% | $62,995-58.1% | $70,131-62.3% |
| Participation rate | 56.4% | 69.5%-13.1pp | 74.8%-18.4pp | 69.5%-13.2pp |
| Annual return | 12.76% | 18.76%-6.0pp | 87.57%-74.8pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,453 | $2,051-29.2% | $2,759-47.4% | $2,342-38.0% |
| Participant deferral / active EE | $929 | $2,465-62.3% | $3,329-72.1% | $3,332-72.1% |
| Admin fee / account holder | $1,444 | $2,834-49.1% | $3,600-59.9% | $4,645-68.9% |