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 | $55,605 | $81,248-31.6% | $155,509-64.2% | $80,856-31.2% |
| Participation rate | 56.3% | 66.2%-10.0pp | 78.2%-21.9pp | 67.6%-11.4pp |
| Annual return | 14.34% | 33.31%-19.0pp | 64.67%-50.3pp | 35.59%-21.3pp |
| Employer contribution / active EE | $611 | $3,100-80.3% | $4,672-86.9% | $2,755-77.8% |
| Participant deferral / active EE | $2,525 | $3,452-26.8% | $5,626-55.1% | $4,296-41.2% |
| Admin fee / account holder | $2,565 | $7,997-67.9% | $15,912-83.9% | $6,918-62.9% |