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 | $45,269 | $58,828-23.0% | $77,999-42.0% | $62,891-28.0% |
| Participation rate | 63.2% | 71.1%-7.9pp | 75.5%-12.4pp | 69.3%-6.1pp |
| Annual return | 8.93% | 17.16%-8.2pp | 425.96%-417.0pp | 20.14%-11.2pp |
| Employer contribution / active EE | $877 | $1,672-47.5% | $2,470-64.5% | $2,281-61.5% |
| Participant deferral / active EE | $2,097 | $2,686-21.9% | $3,497-40.0% | $3,203-34.5% |
| Admin fee / account holder | $4,362 | $4,393-0.7% | $5,480-20.4% | $4,296+1.5% |