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 | $27,095 | $43,075-37.1% | $74,583-63.7% | $62,891-56.9% |
| Participation rate | 50.0% | 58.1%-8.1pp | 68.1%-18.1pp | 69.3%-19.3pp |
| Annual return | 11.52% | 17.50%-6.0pp | 20.47%-8.9pp | 20.14%-8.6pp |
| Employer contribution / active EE | $889 | $1,498-40.6% | $2,525-64.8% | $2,281-61.0% |
| Participant deferral / active EE | $2,318 | $2,389-3.0% | $3,458-33.0% | $3,203-27.6% |
| Admin fee / account holder | $358 | $2,840-87.4% | $4,138-91.3% | $4,296-91.7% |