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 | $49,066 | $67,606-27.4% | $82,313-40.4% | $70,131-30.0% |
| Participation rate | 54.5% | 72.8%-18.2pp | 76.9%-22.3pp | 69.5%-15.0pp |
| Annual return | 16.13% | 21.57%-5.4pp | 25.88%-9.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $466 | $1,755-73.5% | $2,428-80.8% | $2,342-80.1% |
| Participant deferral / active EE | $1,658 | $2,987-44.5% | $3,706-55.3% | $3,332-50.2% |
| Admin fee / account holder | $2,526 | $4,512-44.0% | $5,608-55.0% | $4,645-45.6% |