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 | $29,567 | $65,041-54.5% | $90,951-67.5% | $79,858-63.0% |
| Participation rate | 55.6% | 61.6%-6.1pp | 69.0%-13.5pp | 69.6%-14.1pp |
| Annual return | 22.12% | 30.45%-8.3pp | 134.60%-112.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $981 | $1,247-21.3% | $2,122-53.7% | $2,471-60.3% |
| Participant deferral / active EE | $1,847 | $2,512-26.5% | $3,373-45.2% | $3,740-50.6% |
| Admin fee / account holder | $1,940 | $4,536-57.2% | $5,959-67.4% | $5,306-63.4% |