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 | $29,421 | $56,897-48.3% | $84,750-65.3% | $62,891-53.2% |
| Participation rate | 46.7% | 68.5%-21.9pp | 76.6%-29.9pp | 69.3%-22.6pp |
| Annual return | 5.06% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $556 | $2,400-76.8% | $3,574-84.4% | $2,281-75.6% |
| Participant deferral / active EE | $2,249 | $2,709-17.0% | $3,712-39.4% | $3,203-29.8% |
| Admin fee / account holder | $4,843 | $3,581+35.2% | $5,332-9.2% | $4,296+12.7% |