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 | $38,144 | $63,764-40.2% | $81,930-53.4% | $79,858-52.2% |
| Participation rate | 41.0% | 67.5%-26.5pp | 72.0%-31.0pp | 69.6%-28.6pp |
| Annual return | 20.24% | 22.66%-2.4pp | 29.49%-9.3pp | 31.71%-11.5pp |
| Employer contribution / active EE | $985 | $1,795-45.1% | $4,310-77.1% | $2,471-60.1% |
| Participant deferral / active EE | $2,596 | $2,780-6.6% | $7,107-63.5% | $3,740-30.6% |
| Admin fee / account holder | $2,357 | $4,426-46.7% | $5,158-54.3% | $5,306-55.6% |