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 | $29,374 | $46,869-37.3% | $122,332-76.0% | $70,131-58.1% |
| Participation rate | 57.9% | 58.2%-0.3pp | 71.6%-13.7pp | 69.5%-11.6pp |
| Annual return | 13.99% | 24.22%-10.2pp | 30.27%-16.3pp | 73.14%-59.1pp |
| Employer contribution / active EE | $837 | $1,288-35.0% | $4,050-79.3% | $2,342-64.3% |
| Participant deferral / active EE | $2,682 | $2,166+23.8% | $3,287-18.4% | $3,332-19.5% |
| Admin fee / account holder | $3,276 | $3,322-1.4% | $5,478-40.2% | $4,645-29.5% |