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 | $28,155 | $58,523-51.9% | $99,443-71.7% | $72,985-61.4% |
| Participation rate | 44.1% | 64.6%-20.6pp | 73.8%-29.8pp | 69.5%-25.4pp |
| Annual return | 17.50% | 28.51%-11.0pp | 30.72%-13.2pp | 81.00%-63.5pp |
| Employer contribution / active EE | $279 | $1,512-81.5% | $2,540-89.0% | $2,440-88.6% |
| Participant deferral / active EE | $1,085 | $2,606-58.4% | $3,619-70.0% | $3,607-69.9% |
| Admin fee / account holder | $2,508 | $4,102-38.9% | $6,250-59.9% | $5,124-51.1% |