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 | $26,768 | $54,762-51.1% | $90,281-70.4% | $72,985-63.3% |
| Participation rate | 60.7% | 65.1%-4.4pp | 73.3%-12.6pp | 69.5%-8.8pp |
| Annual return | 22.73% | 30.63%-7.9pp | 78.10%-55.4pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,099 | $2,092-47.5% | $2,854-61.5% | $2,440-55.0% |
| Participant deferral / active EE | $2,079 | $2,887-28.0% | $3,885-46.5% | $3,607-42.4% |
| Admin fee / account holder | $1,079 | $3,972-72.8% | $5,351-79.8% | $5,124-78.9% |