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 | $29,044 | $63,355-54.2% | $91,989-68.4% | $72,985-60.2% |
| Participation rate | 66.7% | 72.5%-5.9pp | 78.6%-12.0pp | 69.5%-2.8pp |
| Annual return | 29.85% | 35.35%-5.5pp | 69.02%-39.2pp | 81.00%-51.1pp |
| Employer contribution / active EE | $560 | $2,116-73.5% | $3,452-83.8% | $2,440-77.0% |
| Participant deferral / active EE | $3,248 | $4,883-33.5% | $5,923-45.2% | $3,607-10.0% |
| Admin fee / account holder | $1,320 | $4,668-71.7% | $7,743-83.0% | $5,124-74.2% |