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 | $40,139 | $57,065-29.7% | $75,670-47.0% | $70,131-42.8% |
| Participation rate | 62.5% | 68.1%-5.6pp | 72.3%-9.8pp | 69.5%-7.0pp |
| Annual return | 16.12% | 23.57%-7.4pp | 27.34%-11.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $633 | $1,817-65.1% | $2,352-73.1% | $2,342-73.0% |
| Participant deferral / active EE | $2,160 | $2,580-16.3% | $3,142-31.3% | $3,332-35.2% |
| Admin fee / account holder | $3,252 | $3,825-15.0% | $5,800-43.9% | $4,645-30.0% |