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 | $45,300 | $67,606-33.0% | $82,313-45.0% | $70,131-35.4% |
| Participation rate | 59.1% | 72.8%-13.7pp | 76.9%-17.8pp | 69.5%-10.5pp |
| Annual return | 14.49% | 21.57%-7.1pp | 25.88%-11.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $730 | $1,755-58.4% | $2,428-70.0% | $2,342-68.8% |
| Participant deferral / active EE | $1,738 | $2,987-41.8% | $3,706-53.1% | $3,332-47.8% |
| Admin fee / account holder | $738 | $4,512-83.7% | $5,608-86.8% | $4,645-84.1% |