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 | $13,550 | $43,327-68.7% | $59,878-77.4% | $64,186-78.9% |
| Participation rate | 34.1% | 69.2%-35.1pp | 74.7%-40.6pp | 69.6%-35.5pp |
| Annual return | 3.90% | -1.55%+5.4pp | 3.46%+0.4pp | 7.63%-3.7pp |
| Employer contribution / active EE | $563 | $2,028-72.3% | $2,722-79.3% | $2,381-76.4% |
| Participant deferral / active EE | $1,425 | $2,546-44.0% | $3,402-58.1% | $3,470-58.9% |
| Admin fee / account holder | $1,286 | $3,005-57.2% | $3,590-64.2% | $4,888-73.7% |