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 | $36,972 | $52,681-29.8% | $75,781-51.2% | $59,632-38.0% |
| Participation rate | 58.1% | 67.2%-9.1pp | 75.8%-17.7pp | 68.7%-10.6pp |
| Annual return | -1.62% | 2.95%-4.6pp | 9.68%-11.3pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,008 | $2,193-54.0% | $3,323-69.7% | $2,203-54.2% |
| Participant deferral / active EE | $1,758 | $2,591-32.1% | $3,651-51.9% | $3,192-44.9% |
| Admin fee / account holder | $2,379 | $3,610-34.1% | $5,299-55.1% | $4,297-44.6% |