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 | $33,493 | $53,777-37.7% | $134,143-75.0% | $79,858-58.1% |
| Participation rate | 58.1% | 58.8%-0.6pp | 72.2%-14.0pp | 69.6%-11.5pp |
| Annual return | 10.31% | 19.01%-8.7pp | 36.33%-26.0pp | 31.71%-21.4pp |
| Employer contribution / active EE | $304 | $1,321-77.0% | $3,704-91.8% | $2,471-87.7% |
| Participant deferral / active EE | $1,548 | $2,420-36.0% | $3,499-55.8% | $3,740-58.6% |
| Admin fee / account holder | $8,108 | $3,984+103.5% | $6,684+21.3% | $5,306+52.8% |