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 | $36,155 | $67,606-46.5% | $82,313-56.1% | $70,131-48.4% |
| Participation rate | 67.9% | 72.8%-4.9pp | 76.9%-9.0pp | 69.5%-1.7pp |
| Annual return | 16.33% | 21.57%-5.2pp | 25.88%-9.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $559 | $1,755-68.1% | $2,428-77.0% | $2,342-76.1% |
| Participant deferral / active EE | $2,303 | $2,987-22.9% | $3,706-37.9% | $3,332-30.9% |
| Admin fee / account holder | $4,980 | $4,512+10.4% | $5,608-11.2% | $4,645+7.2% |