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 | $28,107 | $72,492-61.2% | $87,100-67.7% | $72,985-61.5% |
| Participation rate | 40.7% | 72.8%-32.1pp | 76.9%-36.1pp | 69.5%-28.7pp |
| Annual return | 22.25% | 24.46%-2.2pp | 28.19%-5.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $637 | $1,894-66.4% | $2,521-74.7% | $2,440-73.9% |
| Participant deferral / active EE | $2,505 | $3,270-23.4% | $4,049-38.1% | $3,607-30.6% |
| Admin fee / account holder | $474 | $5,055-90.6% | $7,497-93.7% | $5,124-90.7% |