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 | $27,068 | $54,762-50.6% | $90,281-70.0% | $72,985-62.9% |
| Participation rate | 52.0% | 65.1%-13.1pp | 73.3%-21.2pp | 69.5%-17.4pp |
| Annual return | 21.68% | 30.63%-9.0pp | 78.10%-56.4pp | 81.00%-59.3pp |
| Employer contribution / active EE | $779 | $2,092-62.8% | $2,854-72.7% | $2,440-68.1% |
| Participant deferral / active EE | $2,090 | $2,887-27.6% | $3,885-46.2% | $3,607-42.1% |
| Admin fee / account holder | $2,223 | $3,972-44.0% | $5,351-58.5% | $5,124-56.6% |