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 | $52,380 | $76,367-31.4% | $93,606-44.0% | $72,985-28.2% |
| Participation rate | 66.7% | 71.7%-5.1pp | 75.8%-9.2pp | 69.5%-2.8pp |
| Annual return | 25.78% | 25.82%0pp | 32.76%-7.0pp | 81.00%-55.2pp |
| Employer contribution / active EE | $1,437 | $2,275-36.8% | $2,718-47.1% | $2,440-41.1% |
| Participant deferral / active EE | $2,490 | $3,538-29.6% | $4,069-38.8% | $3,607-31.0% |
| Admin fee / account holder | $544 | $6,838-92.0% | $7,888-93.1% | $5,124-89.4% |