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 | $42,839 | $56,054-23.6% | $171,082-75.0% | $62,891-31.9% |
| Participation rate | 60.7% | 62.9%-2.2pp | 76.7%-16.0pp | 69.3%-8.6pp |
| Annual return | 7.35% | 22.52%-15.2pp | 32.56%-25.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $265 | $1,731-84.7% | $4,002-93.4% | $2,281-88.4% |
| Participant deferral / active EE | $4,819 | $3,158+52.6% | $4,797+0.5% | $3,203+50.5% |
| Admin fee / account holder | $11,236 | $3,647+208.1% | $8,520+31.9% | $4,296+161.6% |