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 | $49,879 | $57,016-12.5% | $84,966-41.3% | $80,856-38.3% |
| Participation rate | 32.9% | 56.3%-23.4pp | 67.5%-34.6pp | 67.6%-34.7pp |
| Annual return | 16.09% | 21.66%-5.6pp | 66.38%-50.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $832 | $1,798-53.7% | $2,727-69.5% | $2,755-69.8% |
| Participant deferral / active EE | $1,514 | $3,110-51.3% | $4,519-66.5% | $4,296-64.7% |
| Admin fee / account holder | $5,387 | $4,980+8.2% | $6,149-12.4% | $6,918-22.1% |