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 | $33,951 | $52,580-35.4% | $71,671-52.6% | $70,131-51.6% |
| Participation rate | 56.0% | 60.9%-4.9pp | 68.7%-12.7pp | 69.5%-13.5pp |
| Annual return | 12.74% | 20.25%-7.5pp | 20.65%-7.9pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,183 | $1,616-26.8% | $2,460-51.9% | $2,342-49.5% |
| Participant deferral / active EE | $1,947 | $2,386-18.4% | $3,438-43.4% | $3,332-41.6% |
| Admin fee / account holder | $440 | $3,653-88.0% | $5,558-92.1% | $4,645-90.5% |