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 | $43,744 | $54,541-19.8% | $78,778-44.5% | $70,131-37.6% |
| Participation rate | 29.3% | 60.8%-31.5pp | 69.2%-39.9pp | 69.5%-40.3pp |
| Annual return | 16.60% | 21.07%-4.5pp | 35.62%-19.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $430 | $1,089-60.5% | $1,986-78.3% | $2,342-81.6% |
| Participant deferral / active EE | $1,467 | $2,210-33.6% | $2,958-50.4% | $3,332-56.0% |
| Admin fee / account holder | $736 | $3,709-80.2% | $5,134-85.7% | $4,645-84.2% |