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 | $30,666 | $48,076-36.2% | $78,689-61.0% | $62,891-51.2% |
| Participation rate | 38.5% | 65.2%-26.7pp | 73.6%-35.1pp | 69.3%-30.8pp |
| Annual return | 17.86% | 31.35%-13.5pp | 62.18%-44.3pp | 20.14%-2.3pp |
| Employer contribution / active EE | $707 | $2,015-64.9% | $2,851-75.2% | $2,281-69.0% |
| Participant deferral / active EE | $2,315 | $2,588-10.6% | $3,517-34.2% | $3,203-27.7% |
| Admin fee / account holder | $1,985 | $3,207-38.1% | $4,510-56.0% | $4,296-53.8% |