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 | $34,951 | $76,552-54.3% | $123,892-71.8% | $62,891-44.4% |
| Participation rate | 22.5% | 73.0%-50.5pp | 81.4%-58.9pp | 69.3%-46.8pp |
| Annual return | 6.11% | 18.68%-12.6pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $800 | $2,883-72.2% | $4,617-82.7% | $2,281-64.9% |
| Participant deferral / active EE | $2,298 | $4,840-52.5% | $5,984-61.6% | $3,203-28.2% |
| Admin fee / account holder | $5,147 | $4,826+6.7% | $8,357-38.4% | $4,296+19.8% |