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 | $24,986 | $54,541-54.2% | $78,778-68.3% | $70,131-64.4% |
| Participation rate | 56.4% | 60.8%-4.4pp | 69.2%-12.8pp | 69.5%-13.1pp |
| Annual return | 13.98% | 21.07%-7.1pp | 35.62%-21.6pp | 73.14%-59.2pp |
| Employer contribution / active EE | $974 | $1,089-10.5% | $1,986-51.0% | $2,342-58.4% |
| Participant deferral / active EE | $2,104 | $2,210-4.8% | $2,958-28.9% | $3,332-36.8% |
| Admin fee / account holder | $1,553 | $3,709-58.1% | $5,134-69.8% | $4,645-66.6% |