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 | $27,806 | $54,541-49.0% | $78,778-64.7% | $70,131-60.4% |
| Participation rate | 43.1% | 60.8%-17.7pp | 69.2%-26.1pp | 69.5%-26.4pp |
| Annual return | 14.15% | 21.07%-6.9pp | 35.62%-21.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,125 | $1,089+3.4% | $1,986-43.3% | $2,342-52.0% |
| Participant deferral / active EE | $1,563 | $2,210-29.3% | $2,958-47.2% | $3,332-53.1% |
| Admin fee / account holder | $3,508 | $3,709-5.4% | $5,134-31.7% | $4,645-24.5% |