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 | $33,490 | $51,708-35.2% | $106,619-68.6% | $62,891-46.7% |
| Participation rate | 32.1% | 66.9%-34.7pp | 78.0%-45.9pp | 69.3%-37.2pp |
| Annual return | 5.56% | 4.69%+0.9pp | 9.42%-3.9pp | 20.14%-14.6pp |
| Employer contribution / active EE | $563 | $1,764-68.1% | $3,947-85.7% | $2,281-75.3% |
| Participant deferral / active EE | $1,270 | $2,315-45.1% | $3,930-67.7% | $3,203-60.3% |
| Admin fee / account holder | $1,730 | $3,349-48.3% | $6,418-73.0% | $4,296-59.7% |