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 | $32,412 | $45,073-28.1% | $69,455-53.3% | $72,985-55.6% |
| Participation rate | 56.8% | 68.5%-11.7pp | 74.6%-17.9pp | 69.5%-12.7pp |
| Annual return | 21.72% | 22.65%-0.9pp | 28.97%-7.2pp | 81.00%-59.3pp |
| Employer contribution / active EE | $408 | $2,054-80.1% | $2,779-85.3% | $2,440-83.3% |
| Participant deferral / active EE | $2,105 | $2,602-19.1% | $3,535-40.5% | $3,607-41.6% |
| Admin fee / account holder | $666 | $3,056-78.2% | $3,839-82.6% | $5,124-87.0% |