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 | $34,037 | $57,590-40.9% | $86,233-60.5% | $82,448-58.7% |
| Participation rate | 46.6% | 57.9%-11.3pp | 69.0%-22.5pp | 68.1%-21.5pp |
| Annual return | 20.13% | 22.41%-2.3pp | 61.39%-41.3pp | 41.64%-21.5pp |
| Employer contribution / active EE | $790 | $1,655-52.3% | $2,504-68.5% | $2,551-69.0% |
| Participant deferral / active EE | $1,958 | $3,080-36.4% | $4,559-57.0% | $4,139-52.7% |
| Admin fee / account holder | $2,520 | $4,730-46.7% | $8,342-69.8% | $7,234-65.2% |