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 | $44,325 | $67,606-34.4% | $82,313-46.2% | $70,131-36.8% |
| Participation rate | 54.5% | 72.8%-18.2pp | 76.9%-22.3pp | 69.5%-15.0pp |
| Annual return | 13.05% | 21.57%-8.5pp | 25.88%-12.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $782 | $1,755-55.5% | $2,428-67.8% | $2,342-66.6% |
| Participant deferral / active EE | $2,295 | $2,987-23.2% | $3,706-38.1% | $3,332-31.1% |
| Admin fee / account holder | $1,618 | $4,512-64.1% | $5,608-71.1% | $4,645-65.2% |