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 | $27,544 | $45,035-38.8% | $62,995-56.3% | $70,131-60.7% |
| Participation rate | 64.4% | 69.5%-5.1pp | 74.8%-10.4pp | 69.5%-5.2pp |
| Annual return | 13.18% | 18.76%-5.6pp | 87.57%-74.4pp | 73.14%-60.0pp |
| Employer contribution / active EE | $975 | $2,051-52.4% | $2,759-64.6% | $2,342-58.4% |
| Participant deferral / active EE | $1,154 | $2,465-53.2% | $3,329-65.3% | $3,332-65.4% |
| Admin fee / account holder | $979 | $2,834-65.5% | $3,600-72.8% | $4,645-78.9% |