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 | $32,475 | $64,480-49.6% | $81,382-60.1% | $80,856-59.8% |
| Participation rate | 42.7% | 63.9%-21.2pp | 69.5%-26.8pp | 67.6%-25.0pp |
| Annual return | 11.85% | 16.34%-4.5pp | 24.73%-12.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,034 | $1,978-47.7% | $2,463-58.0% | $2,755-62.5% |
| Participant deferral / active EE | $3,594 | $3,094+16.2% | $3,883-7.4% | $4,296-16.3% |
| Admin fee / account holder | $9,901 | $5,671+74.6% | $5,768+71.6% | $6,918+43.1% |