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 | $20,317 | $54,762-62.9% | $90,281-77.5% | $72,985-72.2% |
| Participation rate | 45.6% | 65.1%-19.6pp | 73.3%-27.7pp | 69.5%-23.9pp |
| Annual return | 17.04% | 30.63%-13.6pp | 78.10%-61.1pp | 81.00%-64.0pp |
| Employer contribution / active EE | $659 | $2,092-68.5% | $2,854-76.9% | $2,440-73.0% |
| Participant deferral / active EE | $1,069 | $2,887-63.0% | $3,885-72.5% | $3,607-70.4% |
| Admin fee / account holder | $1,301 | $3,972-67.3% | $5,351-75.7% | $5,124-74.6% |