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 | $33,367 | $59,839-44.2% | $81,983-59.3% | $79,858-58.2% |
| Participation rate | 33.8% | 61.6%-27.8pp | 69.2%-35.4pp | 69.6%-35.8pp |
| Annual return | 16.46% | 17.56%-1.1pp | 41.31%-24.9pp | 31.71%-15.3pp |
| Employer contribution / active EE | $341 | $1,713-80.1% | $2,498-86.3% | $2,471-86.2% |
| Participant deferral / active EE | $1,818 | $2,695-32.6% | $3,722-51.2% | $3,740-51.4% |
| Admin fee / account holder | $2,090 | $4,287-51.2% | $5,664-63.1% | $5,306-60.6% |