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 | $49,298 | $59,839-17.6% | $81,983-39.9% | $79,858-38.3% |
| Participation rate | 29.9% | 61.6%-31.7pp | 69.2%-39.4pp | 69.6%-39.8pp |
| Annual return | 13.58% | 17.56%-4.0pp | 41.31%-27.7pp | 31.71%-18.1pp |
| Employer contribution / active EE | $962 | $1,713-43.9% | $2,498-61.5% | $2,471-61.1% |
| Participant deferral / active EE | $1,420 | $2,695-47.3% | $3,722-61.8% | $3,740-62.0% |
| Admin fee / account holder | $4,933 | $4,287+15.1% | $5,664-12.9% | $5,306-7.0% |