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 | $35,857 | $57,828-38.0% | $117,039-69.4% | $70,131-48.9% |
| Participation rate | 51.4% | 67.1%-15.7pp | 77.2%-25.8pp | 69.5%-18.1pp |
| Annual return | 15.42% | 17.55%-2.1pp | 18.95%-3.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $579 | $1,816-68.1% | $3,785-84.7% | $2,342-75.3% |
| Participant deferral / active EE | $1,034 | $2,438-57.6% | $3,929-73.7% | $3,332-69.0% |
| Admin fee / account holder | $323 | $3,548-90.9% | $5,974-94.6% | $4,645-93.1% |