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 | $24,310 | $58,523-58.5% | $99,443-75.6% | $72,985-66.7% |
| Participation rate | 43.4% | 64.6%-21.2pp | 73.8%-30.4pp | 69.5%-26.1pp |
| Annual return | 21.59% | 28.51%-6.9pp | 30.72%-9.1pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,207 | $1,512-20.2% | $2,540-52.5% | $2,440-50.5% |
| Participant deferral / active EE | $1,743 | $2,606-33.1% | $3,619-51.8% | $3,607-51.7% |
| Admin fee / account holder | $2,603 | $4,102-36.5% | $6,250-58.4% | $5,124-49.2% |