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 | $42,409 | $60,349-29.7% | $74,183-42.8% | $62,891-32.6% |
| Participation rate | 66.1% | 72.7%-6.7pp | 76.6%-10.5pp | 69.3%-3.2pp |
| Annual return | 5.91% | 21.37%-15.5pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $965 | $1,680-42.5% | $2,370-59.3% | $2,281-57.7% |
| Participant deferral / active EE | $1,472 | $2,856-48.5% | $3,550-58.5% | $3,203-54.1% |
| Admin fee / account holder | $1,457 | $4,261-65.8% | $5,586-73.9% | $4,296-66.1% |