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 | $23,515 | $47,944-51.0% | $67,834-65.3% | $62,891-62.6% |
| Participation rate | 54.9% | 61.1%-6.2pp | 68.8%-13.9pp | 69.3%-14.4pp |
| Annual return | 5.60% | 11.77%-6.2pp | 138.47%-132.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $545 | $1,562-65.1% | $2,403-77.3% | $2,281-76.1% |
| Participant deferral / active EE | $2,180 | $2,247-3.0% | $3,160-31.0% | $3,203-31.9% |
| Admin fee / account holder | $2,006 | $3,712-46.0% | $4,622-56.6% | $4,296-53.3% |