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 | $17,860 | $43,075-58.5% | $74,583-76.1% | $62,891-71.6% |
| Participation rate | 54.8% | 58.1%-3.3pp | 68.1%-13.4pp | 69.3%-14.5pp |
| Annual return | 6.87% | 17.50%-10.6pp | 20.47%-13.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $664 | $1,498-55.6% | $2,525-73.7% | $2,281-70.9% |
| Participant deferral / active EE | $1,518 | $2,389-36.5% | $3,458-56.1% | $3,203-52.6% |
| Admin fee / account holder | $1,651 | $2,840-41.8% | $4,138-60.1% | $4,296-61.6% |