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 | $20,309 | $45,035-54.9% | $62,995-67.8% | $70,131-71.0% |
| Participation rate | 47.2% | 69.5%-22.3pp | 74.8%-27.6pp | 69.5%-22.4pp |
| Annual return | 11.90% | 18.76%-6.9pp | 87.57%-75.7pp | 73.14%-61.2pp |
| Employer contribution / active EE | $594 | $2,051-71.0% | $2,759-78.5% | $2,342-74.6% |
| Participant deferral / active EE | $1,073 | $2,465-56.4% | $3,329-67.8% | $3,332-67.8% |
| Admin fee / account holder | $807 | $2,834-71.5% | $3,600-77.6% | $4,645-82.6% |