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 | $85,804 | $80,717+6.3% | $154,803-44.6% | $84,808+1.2% |
| Participation rate | 44.8% | 66.8%-22.0pp | 78.1%-33.2pp | 68.3%-23.5pp |
| Annual return | 16.62% | 37.96%-21.3pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $722 | $2,761-73.9% | $4,305-83.2% | $2,631-72.6% |
| Participant deferral / active EE | $1,804 | $3,303-45.4% | $5,540-67.4% | $4,212-57.2% |
| Admin fee / account holder | $1,437 | $6,746-78.7% | $14,329-90.0% | $7,344-80.4% |