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 | $35,957 | $58,523-38.6% | $99,443-63.8% | $72,985-50.7% |
| Participation rate | 59.3% | 64.6%-5.4pp | 73.8%-14.6pp | 69.5%-10.2pp |
| Annual return | 20.45% | 28.51%-8.1pp | 30.72%-10.3pp | 81.00%-60.6pp |
| Employer contribution / active EE | $305 | $1,512-79.8% | $2,540-88.0% | $2,440-87.5% |
| Participant deferral / active EE | $2,257 | $2,606-13.4% | $3,619-37.6% | $3,607-37.4% |
| Admin fee / account holder | $500 | $4,102-87.8% | $6,250-92.0% | $5,124-90.2% |