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 | $24,559 | $57,065-57.0% | $75,670-67.5% | $70,131-65.0% |
| Participation rate | 46.9% | 68.1%-21.2pp | 72.3%-25.4pp | 69.5%-22.6pp |
| Annual return | 21.69% | 23.57%-1.9pp | 27.34%-5.7pp | 73.14%-51.4pp |
| Employer contribution / active EE | $419 | $1,817-76.9% | $2,352-82.2% | $2,342-82.1% |
| Participant deferral / active EE | $3,342 | $2,580+29.6% | $3,142+6.4% | $3,332+0.3% |
| Admin fee / account holder | $5,169 | $3,825+35.1% | $5,800-10.9% | $4,645+11.3% |