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 | $33,321 | $67,606-50.7% | $82,313-59.5% | $70,131-52.5% |
| Participation rate | 59.7% | 72.8%-13.0pp | 76.9%-17.2pp | 69.5%-9.8pp |
| Annual return | 15.50% | 21.57%-6.1pp | 25.88%-10.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $930 | $1,755-47.0% | $2,428-61.7% | $2,342-60.3% |
| Participant deferral / active EE | $1,384 | $2,987-53.6% | $3,706-62.6% | $3,332-58.4% |
| Admin fee / account holder | $384 | $4,512-91.5% | $5,608-93.1% | $4,645-91.7% |