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 | $44,520 | $45,073-1.2% | $69,455-35.9% | $72,985-39.0% |
| Participation rate | 52.1% | 68.5%-16.4pp | 74.6%-22.6pp | 69.5%-17.4pp |
| Annual return | 20.98% | 22.65%-1.7pp | 28.97%-8.0pp | 81.00%-60.0pp |
| Employer contribution / active EE | $872 | $2,054-57.5% | $2,779-68.6% | $2,440-64.3% |
| Participant deferral / active EE | $1,464 | $2,602-43.7% | $3,535-58.6% | $3,607-59.4% |
| Admin fee / account holder | $1,067 | $3,056-65.1% | $3,839-72.2% | $5,124-79.2% |