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 | $23,283 | $56,897-59.1% | $84,750-72.5% | $62,891-63.0% |
| Participation rate | 31.6% | 68.5%-36.9pp | 76.6%-45.0pp | 69.3%-37.7pp |
| Annual return | 22.75% | 6.30%+16.4pp | 22.78%0pp | 20.14%+2.6pp |
| Employer contribution / active EE | $1,349 | $2,400-43.8% | $3,574-62.3% | $2,281-40.9% |
| Participant deferral / active EE | $2,149 | $2,709-20.7% | $3,712-42.1% | $3,203-32.9% |
| Admin fee / account holder | $977 | $3,581-72.7% | $5,332-81.7% | $4,296-77.3% |