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 | $40,729 | $54,541-25.3% | $78,778-48.3% | $70,131-41.9% |
| Participation rate | 51.5% | 60.8%-9.3pp | 69.2%-17.7pp | 69.5%-18.1pp |
| Annual return | 16.62% | 21.07%-4.5pp | 35.62%-19.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $538 | $1,089-50.6% | $1,986-72.9% | $2,342-77.0% |
| Participant deferral / active EE | $1,830 | $2,210-17.2% | $2,958-38.2% | $3,332-45.1% |
| Admin fee / account holder | $3,103 | $3,709-16.3% | $5,134-39.6% | $4,645-33.2% |