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 | $63,292 | $70,475-10.2% | $100,516-37.0% | $79,858-20.7% |
| Participation rate | 45.5% | 73.7%-28.2pp | 79.4%-33.9pp | 69.6%-24.2pp |
| Annual return | 14.88% | 21.90%-7.0pp | 30.89%-16.0pp | 31.71%-16.8pp |
| Employer contribution / active EE | $793 | $2,165-63.4% | $3,418-76.8% | $2,471-67.9% |
| Participant deferral / active EE | $2,840 | $5,181-45.2% | $6,270-54.7% | $3,740-24.1% |
| Admin fee / account holder | $2,546 | $4,478-43.2% | $8,081-68.5% | $5,306-52.0% |