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 | $30,306 | $56,054-45.9% | $171,082-82.3% | $62,891-51.8% |
| Participation rate | 44.0% | 62.9%-18.9pp | 76.7%-32.7pp | 69.3%-25.3pp |
| Annual return | 7.28% | 22.52%-15.2pp | 32.56%-25.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,028 | $1,731-40.6% | $4,002-74.3% | $2,281-55.0% |
| Participant deferral / active EE | $1,250 | $3,158-60.4% | $4,797-73.9% | $3,203-61.0% |
| Admin fee / account holder | $2,432 | $3,647-33.3% | $8,520-71.5% | $4,296-43.4% |