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 | $46,790 | $45,035+3.9% | $62,995-25.7% | $70,131-33.3% |
| Participation rate | 44.1% | 69.5%-25.4pp | 74.8%-30.7pp | 69.5%-25.4pp |
| Annual return | 11.90% | 18.76%-6.9pp | 87.57%-75.7pp | 73.14%-61.2pp |
| Employer contribution / active EE | $569 | $2,051-72.3% | $2,759-79.4% | $2,342-75.7% |
| Participant deferral / active EE | $1,794 | $2,465-27.2% | $3,329-46.1% | $3,332-46.1% |
| Admin fee / account holder | $4,538 | $2,834+60.1% | $3,600+26.1% | $4,645-2.3% |