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 | $51,910 | $53,777-3.5% | $134,143-61.3% | $79,858-35.0% |
| Participation rate | 43.8% | 58.8%-15.0pp | 72.2%-28.4pp | 69.6%-25.9pp |
| Annual return | 13.53% | 19.01%-5.5pp | 36.33%-22.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $417 | $1,321-68.5% | $3,704-88.8% | $2,471-83.1% |
| Participant deferral / active EE | $1,754 | $2,420-27.5% | $3,499-49.9% | $3,740-53.1% |
| Admin fee / account holder | $1,167 | $3,984-70.7% | $6,684-82.5% | $5,306-78.0% |