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 | $49,209 | $52,580-6.4% | $71,671-31.3% | $70,131-29.8% |
| Participation rate | 33.9% | 60.9%-26.9pp | 68.7%-34.8pp | 69.5%-35.6pp |
| Annual return | 14.74% | 20.25%-5.5pp | 20.65%-5.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $351 | $1,616-78.3% | $2,460-85.7% | $2,342-85.0% |
| Participant deferral / active EE | $934 | $2,386-60.8% | $3,438-72.8% | $3,332-72.0% |
| Admin fee / account holder | $1,094 | $3,653-70.0% | $5,558-80.3% | $4,645-76.4% |