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 | $36,290 | $54,541-33.5% | $78,778-53.9% | $70,131-48.3% |
| Participation rate | 40.0% | 60.8%-20.8pp | 69.2%-29.2pp | 69.5%-29.5pp |
| Annual return | 12.33% | 21.07%-8.7pp | 35.62%-23.3pp | 73.14%-60.8pp |
| Employer contribution / active EE | $889 | $1,089-18.3% | $1,986-55.2% | $2,342-62.0% |
| Participant deferral / active EE | $1,434 | $2,210-35.1% | $2,958-51.5% | $3,332-57.0% |
| Admin fee / account holder | $1,530 | $3,709-58.7% | $5,134-70.2% | $4,645-67.1% |