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 | $34,214 | $74,927-54.3% | $101,794-66.4% | $84,808-59.7% |
| Participation rate | 35.6% | 61.4%-25.8pp | 69.2%-33.6pp | 68.3%-32.8pp |
| Annual return | 13.84% | 18.70%-4.9pp | 30.53%-16.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $395 | $1,522-74.1% | $2,289-82.8% | $2,631-85.0% |
| Participant deferral / active EE | $2,052 | $3,099-33.8% | $4,084-49.8% | $4,212-51.3% |
| Admin fee / account holder | $2,140 | $6,514-67.1% | $8,777-75.6% | $7,344-70.9% |