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 | $30,629 | $54,541-43.8% | $78,778-61.1% | $70,131-56.3% |
| Participation rate | 43.2% | 60.8%-17.6pp | 69.2%-26.0pp | 69.5%-26.4pp |
| Annual return | 17.89% | 21.07%-3.2pp | 35.62%-17.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $240 | $1,089-77.9% | $1,986-87.9% | $2,342-89.7% |
| Participant deferral / active EE | $1,602 | $2,210-27.5% | $2,958-45.9% | $3,332-51.9% |
| Admin fee / account holder | $529 | $3,709-85.7% | $5,134-89.7% | $4,645-88.6% |