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 | $45,663 | $47,848-4.6% | $81,478-44.0% | $70,131-34.9% |
| Participation rate | 63.4% | 58.3%+5.1pp | 68.0%-4.5pp | 69.5%-6.1pp |
| Annual return | 13.60% | 27.25%-13.6pp | 38.78%-25.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $345 | $1,527-77.4% | $2,568-86.6% | $2,342-85.3% |
| Participant deferral / active EE | $2,223 | $2,453-9.4% | $3,537-37.1% | $3,332-33.3% |
| Admin fee / account holder | $3,071 | $3,145-2.3% | $4,561-32.7% | $4,645-33.9% |