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 | $63,329 | $81,460-22.3% | $103,333-38.7% | $80,856-21.7% |
| Participation rate | 38.5% | 66.8%-28.4pp | 74.5%-36.0pp | 67.6%-29.2pp |
| Annual return | 13.51% | 25.55%-12.0pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $936 | $3,105-69.9% | $3,868-75.8% | $2,755-66.0% |
| Participant deferral / active EE | $2,646 | $3,869-31.6% | $5,057-47.7% | $4,296-38.4% |
| Admin fee / account holder | $1,899 | $6,566-71.1% | $8,355-77.3% | $6,918-72.5% |