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 | $13,441 | $45,035-70.2% | $62,995-78.7% | $70,131-80.8% |
| Participation rate | 62.5% | 69.5%-7.0pp | 74.8%-12.3pp | 69.5%-7.0pp |
| Annual return | 15.62% | 18.76%-3.1pp | 87.57%-71.9pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,003 | $2,051-51.1% | $2,759-63.7% | $2,342-57.2% |
| Participant deferral / active EE | $1,434 | $2,465-41.8% | $3,329-56.9% | $3,332-57.0% |
| Admin fee / account holder | $842 | $2,834-70.3% | $3,600-76.6% | $4,645-81.9% |