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 | $39,965 | $51,708-22.7% | $106,619-62.5% | $62,891-36.5% |
| Participation rate | 55.6% | 66.9%-11.3pp | 78.0%-22.4pp | 69.3%-13.8pp |
| Annual return | 6.70% | 4.69%+2.0pp | 9.42%-2.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $658 | $1,764-62.7% | $3,947-83.3% | $2,281-71.2% |
| Participant deferral / active EE | $1,489 | $2,315-35.7% | $3,930-62.1% | $3,203-53.5% |
| Admin fee / account holder | $3,759 | $3,349+12.2% | $6,418-41.4% | $4,296-12.5% |