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 | $38,712 | $58,828-34.2% | $77,999-50.4% | $62,891-38.4% |
| Participation rate | 65.1% | 71.1%-5.9pp | 75.5%-10.4pp | 69.3%-4.2pp |
| Annual return | 5.89% | 17.16%-11.3pp | 425.96%-420.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $663 | $1,672-60.3% | $2,470-73.1% | $2,281-70.9% |
| Participant deferral / active EE | $1,426 | $2,686-46.9% | $3,497-59.2% | $3,203-55.5% |
| Admin fee / account holder | $742 | $4,393-83.1% | $5,480-86.5% | $4,296-82.7% |