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 | $30,200 | $51,708-41.6% | $106,619-71.7% | $62,891-52.0% |
| Participation rate | 39.5% | 66.9%-27.4pp | 78.0%-38.5pp | 69.3%-29.8pp |
| Annual return | 7.81% | 4.69%+3.1pp | 9.42%-1.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,016 | $1,764-42.4% | $3,947-74.3% | $2,281-55.5% |
| Participant deferral / active EE | $2,232 | $2,315-3.6% | $3,930-43.2% | $3,203-30.3% |
| Admin fee / account holder | $948 | $3,349-71.7% | $6,418-85.2% | $4,296-77.9% |