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 | $44,738 | $58,512-23.5% | $84,015-46.8% | $72,985-38.7% |
| Participation rate | 44.7% | 61.2%-16.5pp | 69.0%-24.3pp | 69.5%-24.7pp |
| Annual return | 18.09% | 28.93%-10.8pp | 71.31%-53.2pp | 81.00%-62.9pp |
| Employer contribution / active EE | $269 | $1,163-76.8% | $1,983-86.4% | $2,440-89.0% |
| Participant deferral / active EE | $1,442 | $2,394-39.8% | $3,239-55.5% | $3,607-60.0% |
| Admin fee / account holder | $2,129 | $4,569-53.4% | $6,101-65.1% | $5,124-58.4% |