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 | $25,779 | $54,541-52.7% | $78,778-67.3% | $70,131-63.2% |
| Participation rate | 38.2% | 60.8%-22.6pp | 69.2%-31.0pp | 69.5%-31.3pp |
| Annual return | 15.05% | 21.07%-6.0pp | 35.62%-20.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $524 | $1,089-51.9% | $1,986-73.6% | $2,342-77.6% |
| Participant deferral / active EE | $1,290 | $2,210-41.6% | $2,958-56.4% | $3,332-61.3% |
| Admin fee / account holder | $2,995 | $3,709-19.2% | $5,134-41.7% | $4,645-35.5% |