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 | $39,750 | $54,762-27.4% | $90,281-56.0% | $72,985-45.5% |
| Participation rate | 42.5% | 65.1%-22.6pp | 73.3%-30.7pp | 69.5%-27.0pp |
| Annual return | 18.86% | 30.63%-11.8pp | 78.10%-59.2pp | 81.00%-62.1pp |
| Employer contribution / active EE | $335 | $2,092-84.0% | $2,854-88.3% | $2,440-86.3% |
| Participant deferral / active EE | $1,666 | $2,887-42.3% | $3,885-57.1% | $3,607-53.8% |
| Admin fee / account holder | $822 | $3,972-79.3% | $5,351-84.6% | $5,124-84.0% |