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 | $44,558 | $73,787-39.6% | $98,716-54.9% | $82,448-46.0% |
| Participation rate | 41.4% | 61.4%-20.0pp | 69.3%-27.9pp | 68.1%-26.6pp |
| Annual return | 17.58% | 18.57%-1.0pp | 31.81%-14.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $791 | $1,511-47.6% | $2,279-65.3% | $2,551-69.0% |
| Participant deferral / active EE | $1,568 | $3,081-49.1% | $4,048-61.3% | $4,139-62.1% |
| Admin fee / account holder | $3,111 | $6,500-52.1% | $8,703-64.3% | $7,234-57.0% |