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 | $31,439 | $46,869-32.9% | $122,332-74.3% | $70,131-55.2% |
| Participation rate | 55.6% | 58.2%-2.6pp | 71.6%-16.1pp | 69.5%-14.0pp |
| Annual return | 18.13% | 24.22%-6.1pp | 30.27%-12.1pp | 73.14%-55.0pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,901 | $2,166-12.3% | $3,287-42.2% | $3,332-43.0% |
| Admin fee / account holder | $2,590 | $3,322-22.0% | $5,478-52.7% | $4,645-44.2% |