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 | $37,226 | $60,349-38.3% | $74,183-49.8% | $62,891-40.8% |
| Participation rate | 61.6% | 72.7%-11.1pp | 76.6%-15.0pp | 69.3%-7.7pp |
| Annual return | 7.95% | 21.37%-13.4pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $683 | $1,680-59.3% | $2,370-71.2% | $2,281-70.0% |
| Participant deferral / active EE | $1,881 | $2,856-34.1% | $3,550-47.0% | $3,203-41.3% |
| Admin fee / account holder | $2,130 | $4,261-50.0% | $5,586-61.9% | $4,296-50.4% |