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 | $28,098 | $67,606-58.4% | $82,313-65.9% | $70,131-59.9% |
| Participation rate | 45.7% | 72.8%-27.1pp | 76.9%-31.2pp | 69.5%-23.9pp |
| Annual return | 16.80% | 21.57%-4.8pp | 25.88%-9.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,184 | $1,755-32.5% | $2,428-51.3% | $2,342-49.5% |
| Participant deferral / active EE | $2,054 | $2,987-31.2% | $3,706-44.6% | $3,332-38.3% |
| Admin fee / account holder | $1,976 | $4,512-56.2% | $5,608-64.8% | $4,645-57.5% |