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 | $22,513 | $52,279-56.9% | $89,391-74.8% | $79,858-71.8% |
| Participation rate | 45.7% | 57.5%-11.8pp | 68.0%-22.3pp | 69.6%-23.9pp |
| Annual return | 11.81% | 22.16%-10.4pp | 245.62%-233.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $748 | $1,572-52.4% | $2,586-71.1% | $2,471-69.7% |
| Participant deferral / active EE | $1,539 | $2,740-43.8% | $3,890-60.4% | $3,740-58.8% |
| Admin fee / account holder | $1,350 | $3,356-59.8% | $4,881-72.3% | $5,306-74.6% |