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 | $19,836 | $45,073-56.0% | $69,455-71.4% | $72,985-72.8% |
| Participation rate | 54.8% | 68.5%-13.7pp | 74.6%-19.8pp | 69.5%-14.7pp |
| Annual return | 20.42% | 22.65%-2.2pp | 28.97%-8.5pp | 81.00%-60.6pp |
| Employer contribution / active EE | $813 | $2,054-60.4% | $2,779-70.8% | $2,440-66.7% |
| Participant deferral / active EE | $2,789 | $2,602+7.2% | $3,535-21.1% | $3,607-22.7% |
| Admin fee / account holder | $1,828 | $3,056-40.2% | $3,839-52.4% | $5,124-64.3% |