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 | $19,152 | $48,076-60.2% | $78,689-75.7% | $62,891-69.5% |
| Participation rate | 34.9% | 65.2%-30.3pp | 73.6%-38.7pp | 69.3%-34.4pp |
| Annual return | 8.17% | 31.35%-23.2pp | 62.18%-54.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $333 | $2,015-83.5% | $2,851-88.3% | $2,281-85.4% |
| Participant deferral / active EE | $949 | $2,588-63.3% | $3,517-73.0% | $3,203-70.4% |
| Admin fee / account holder | $8,816 | $3,207+174.9% | $4,510+95.5% | $4,296+105.2% |