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 | $35,567 | $48,795-27.1% | $65,493-45.7% | $84,808-58.1% |
| Participation rate | 44.2% | 67.0%-22.8pp | 73.1%-28.9pp | 68.3%-24.1pp |
| Annual return | 14.93% | 20.20%-5.3pp | 982.45%-967.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $607 | $1,930-68.6% | $2,574-76.4% | $2,631-76.9% |
| Participant deferral / active EE | $1,637 | $2,928-44.1% | $3,961-58.7% | $4,212-61.1% |
| Admin fee / account holder | $1,073 | $3,877-72.3% | $5,028-78.7% | $7,344-85.4% |