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 | $32,608 | $48,076-32.2% | $78,689-58.6% | $62,891-48.2% |
| Participation rate | 40.0% | 65.2%-25.2pp | 73.6%-33.6pp | 69.3%-29.3pp |
| Annual return | 4.67% | 31.35%-26.7pp | 62.18%-57.5pp | 20.14%-15.5pp |
| Employer contribution / active EE | $298 | $2,015-85.2% | $2,851-89.6% | $2,281-86.9% |
| Participant deferral / active EE | $1,875 | $2,588-27.5% | $3,517-46.7% | $3,203-41.4% |
| Admin fee / account holder | $6,614 | $3,207+106.2% | $4,510+46.6% | $4,296+54.0% |