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 | $24,616 | $57,065-56.9% | $75,670-67.5% | $70,131-64.9% |
| Participation rate | 26.3% | 68.1%-41.8pp | 72.3%-46.0pp | 69.5%-43.2pp |
| Annual return | 13.79% | 23.57%-9.8pp | 27.34%-13.6pp | 73.14%-59.4pp |
| Employer contribution / active EE | $594 | $1,817-67.3% | $2,352-74.7% | $2,342-74.6% |
| Participant deferral / active EE | $1,690 | $2,580-34.5% | $3,142-46.2% | $3,332-49.3% |
| Admin fee / account holder | $586 | $3,825-84.7% | $5,800-89.9% | $4,645-87.4% |