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 | $23,567 | $57,065-58.7% | $75,670-68.9% | $70,131-66.4% |
| Participation rate | 52.3% | 68.1%-15.8pp | 72.3%-20.1pp | 69.5%-17.3pp |
| Annual return | 17.39% | 23.57%-6.2pp | 27.34%-10.0pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,909 | $1,817+5.1% | $2,352-18.8% | $2,342-18.5% |
| Participant deferral / active EE | $2,348 | $2,580-9.0% | $3,142-25.3% | $3,332-29.5% |
| Admin fee / account holder | $576 | $3,825-85.0% | $5,800-90.1% | $4,645-87.6% |