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 | $31,722 | $45,035-29.6% | $62,995-49.6% | $70,131-54.8% |
| Participation rate | 43.5% | 69.5%-26.0pp | 74.8%-31.3pp | 69.5%-26.0pp |
| Annual return | 15.51% | 18.76%-3.2pp | 87.57%-72.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $439 | $2,051-78.6% | $2,759-84.1% | $2,342-81.3% |
| Participant deferral / active EE | $1,341 | $2,465-45.6% | $3,329-59.7% | $3,332-59.7% |
| Admin fee / account holder | $1,008 | $2,834-64.4% | $3,600-72.0% | $4,645-78.3% |