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 | $17,236 | $48,076-64.1% | $78,689-78.1% | $62,891-72.6% |
| Participation rate | 62.2% | 65.2%-3.0pp | 73.6%-11.4pp | 69.3%-7.1pp |
| Annual return | 11.22% | 31.35%-20.1pp | 62.18%-51.0pp | 20.14%-8.9pp |
| Employer contribution / active EE | $1,405 | $2,015-30.2% | $2,851-50.7% | $2,281-38.4% |
| Participant deferral / active EE | $750 | $2,588-71.0% | $3,517-78.7% | $3,203-76.6% |
| Admin fee / account holder | $2,144 | $3,207-33.2% | $4,510-52.5% | $4,296-50.1% |