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 | $43,413 | $60,349-28.1% | $74,183-41.5% | $62,891-31.0% |
| Participation rate | 43.8% | 72.7%-29.0pp | 76.6%-32.9pp | 69.3%-25.6pp |
| Annual return | 6.23% | 21.37%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $898 | $1,680-46.5% | $2,370-62.1% | $2,281-60.6% |
| Participant deferral / active EE | $1,501 | $2,856-47.5% | $3,550-57.7% | $3,203-53.1% |
| Admin fee / account holder | $1,343 | $4,261-68.5% | $5,586-76.0% | $4,296-68.7% |