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 | $45,397 | $58,512-22.4% | $84,015-46.0% | $72,985-37.8% |
| Participation rate | 50.6% | 61.2%-10.6pp | 69.0%-18.4pp | 69.5%-18.8pp |
| Annual return | 28.48% | 28.93%-0.5pp | 71.31%-42.8pp | 81.00%-52.5pp |
| Employer contribution / active EE | $828 | $1,163-28.8% | $1,983-58.2% | $2,440-66.1% |
| Participant deferral / active EE | $2,202 | $2,394-8.0% | $3,239-32.0% | $3,607-39.0% |
| Admin fee / account holder | $5,657 | $4,569+23.8% | $6,101-7.3% | $5,124+10.4% |