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 | $37,686 | $58,523-35.6% | $99,443-62.1% | $72,985-48.4% |
| Participation rate | 54.9% | 64.6%-9.7pp | 73.8%-18.9pp | 69.5%-14.6pp |
| Annual return | 26.78% | 28.51%-1.7pp | 30.72%-3.9pp | 81.00%-54.2pp |
| Employer contribution / active EE | $521 | $1,512-65.6% | $2,540-79.5% | $2,440-78.7% |
| Participant deferral / active EE | $1,336 | $2,606-48.7% | $3,619-63.1% | $3,607-63.0% |
| Admin fee / account holder | $1,887 | $4,102-54.0% | $6,250-69.8% | $5,124-63.2% |