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 | $54,860 | $60,349-9.1% | $74,183-26.0% | $62,891-12.8% |
| Participation rate | 58.9% | 72.7%-13.8pp | 76.6%-17.7pp | 69.3%-10.4pp |
| Annual return | 6.16% | 21.37%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $377 | $1,680-77.5% | $2,370-84.1% | $2,281-83.5% |
| Participant deferral / active EE | $2,441 | $2,856-14.5% | $3,550-31.2% | $3,203-23.8% |
| Admin fee / account holder | $1,958 | $4,261-54.0% | $5,586-64.9% | $4,296-54.4% |