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 | $28,155 | $55,371-49.2% | $95,585-70.5% | $74,304-62.1% |
| Participation rate | 41.4% | 53.8%-12.4pp | 72.1%-30.7pp | 60.3%-19.0pp |
| Annual return | 15.10% | 24.26%-9.2pp | 38.56%-23.5pp | 29.43%-14.3pp |
| Employer contribution / active EE | $439 | $1,437-69.4% | $2,527-82.6% | $2,241-80.4% |
| Participant deferral / active EE | $1,200 | $2,955-59.4% | $4,023-70.2% | $3,767-68.2% |
| Admin fee / account holder | $1,132 | $2,620-56.8% | $6,127-81.5% | $2,969-61.9% |