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 | $51,045 | $67,606-24.5% | $82,313-38.0% | $70,131-27.2% |
| Participation rate | 54.4% | 72.8%-18.4pp | 76.9%-22.5pp | 69.5%-15.2pp |
| Annual return | 21.33% | 21.57%-0.2pp | 25.88%-4.5pp | 73.14%-51.8pp |
| Employer contribution / active EE | $815 | $1,755-53.5% | $2,428-66.4% | $2,342-65.2% |
| Participant deferral / active EE | $2,486 | $2,987-16.8% | $3,706-32.9% | $3,332-25.4% |
| Admin fee / account holder | $391 | $4,512-91.3% | $5,608-93.0% | $4,645-91.6% |