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 | $37,837 | $53,777-29.6% | $134,143-71.8% | $79,858-52.6% |
| Participation rate | 51.9% | 58.8%-6.9pp | 72.2%-20.3pp | 69.6%-17.8pp |
| Annual return | 13.70% | 19.01%-5.3pp | 36.33%-22.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $800 | $1,321-39.5% | $3,704-78.4% | $2,471-67.6% |
| Participant deferral / active EE | $2,472 | $2,420+2.1% | $3,499-29.3% | $3,740-33.9% |
| Admin fee / account holder | $6,124 | $3,984+53.7% | $6,684-8.4% | $5,306+15.4% |