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 | $41,118 | $56,897-27.7% | $84,750-51.5% | $62,891-34.6% |
| Participation rate | 45.8% | 68.5%-22.8pp | 76.6%-30.8pp | 69.3%-23.5pp |
| Annual return | 8.65% | 6.30%+2.3pp | 22.78%-14.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,448 | $2,709-46.6% | $3,712-61.0% | $3,203-54.8% |
| Admin fee / account holder | $1,001 | $3,581-72.0% | $5,332-81.2% | $4,296-76.7% |