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 | $41,410 | $54,705-24.3% | $71,209-41.8% | $84,808-51.2% |
| Participation rate | 50.0% | 64.1%-14.1pp | 73.8%-23.8pp | 68.3%-18.3pp |
| Annual return | 14.86% | 35.90%-21.0pp | 282.51%-267.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $707 | $2,158-67.2% | $2,721-74.0% | $2,631-73.1% |
| Participant deferral / active EE | $2,878 | $3,030-5.0% | $4,175-31.1% | $4,212-31.7% |
| Admin fee / account holder | $1,606 | $4,863-67.0% | $5,349-70.0% | $7,344-78.1% |