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 | $29,232 | $60,349-51.6% | $74,183-60.6% | $62,891-53.5% |
| Participation rate | 59.3% | 72.7%-13.4pp | 76.6%-17.3pp | 69.3%-10.0pp |
| Annual return | 6.52% | 21.37%-14.9pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $429 | $1,680-74.5% | $2,370-81.9% | $2,281-81.2% |
| Participant deferral / active EE | $2,050 | $2,856-28.2% | $3,550-42.3% | $3,203-36.0% |
| Admin fee / account holder | $2,901 | $4,261-31.9% | $5,586-48.1% | $4,296-32.5% |