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 | $21,891 | $48,364-54.7% | $71,796-69.5% | $62,891-65.2% |
| Participation rate | 52.8% | 60.6%-7.8pp | 69.1%-16.3pp | 69.3%-16.5pp |
| Annual return | 7.09% | 13.16%-6.1pp | 78.04%-71.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $225 | $1,042-78.4% | $1,924-88.3% | $2,281-90.2% |
| Participant deferral / active EE | $1,752 | $2,091-16.2% | $2,794-37.3% | $3,203-45.3% |
| Admin fee / account holder | $1,140 | $3,771-69.8% | $4,815-76.3% | $4,296-73.5% |