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 | $39,604 | $45,035-12.1% | $62,995-37.1% | $70,131-43.5% |
| Participation rate | 38.3% | 69.5%-31.2pp | 74.8%-36.5pp | 69.5%-31.2pp |
| Annual return | 15.52% | 18.76%-3.2pp | 87.57%-72.0pp | 73.14%-57.6pp |
| Employer contribution / active EE | $499 | $2,051-75.7% | $2,759-81.9% | $2,342-78.7% |
| Participant deferral / active EE | $1,627 | $2,465-34.0% | $3,329-51.1% | $3,332-51.2% |
| Admin fee / account holder | $3,697 | $2,834+30.5% | $3,600+2.7% | $4,645-20.4% |