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 | $32,375 | $67,606-52.1% | $82,313-60.7% | $70,131-53.8% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.9%-12.2pp | 69.5%-4.8pp |
| Annual return | 13.48% | 21.57%-8.1pp | 25.88%-12.4pp | 73.14%-59.7pp |
| Employer contribution / active EE | $952 | $1,755-45.7% | $2,428-60.8% | $2,342-59.3% |
| Participant deferral / active EE | $2,012 | $2,987-32.7% | $3,706-45.7% | $3,332-39.6% |
| Admin fee / account holder | $3,726 | $4,512-17.4% | $5,608-33.6% | $4,645-19.8% |