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 | $49,802 | $54,541-8.7% | $78,778-36.8% | $70,131-29.0% |
| Participation rate | 55.0% | 60.8%-5.8pp | 69.2%-14.2pp | 69.5%-14.5pp |
| Annual return | 14.23% | 21.07%-6.8pp | 35.62%-21.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $388 | $1,089-64.3% | $1,986-80.5% | $2,342-83.4% |
| Participant deferral / active EE | $1,807 | $2,210-18.2% | $2,958-38.9% | $3,332-45.8% |
| Admin fee / account holder | $1,172 | $3,709-68.4% | $5,134-77.2% | $4,645-74.8% |