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 | $30,905 | $76,552-59.6% | $123,892-75.1% | $62,891-50.9% |
| Participation rate | 50.0% | 73.0%-23.0pp | 81.4%-31.4pp | 69.3%-19.3pp |
| Annual return | 5.90% | 18.68%-12.8pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $592 | $2,883-79.5% | $4,617-87.2% | $2,281-74.0% |
| Participant deferral / active EE | $2,754 | $4,840-43.1% | $5,984-54.0% | $3,203-14.0% |
| Admin fee / account holder | $3,913 | $4,826-18.9% | $8,357-53.2% | $4,296-8.9% |