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 | $38,066 | $56,277-32.4% | $80,975-53.0% | $62,891-39.5% |
| Participation rate | 55.6% | 69.0%-13.4pp | 75.8%-20.3pp | 69.3%-13.8pp |
| Annual return | 7.28% | 22.12%-14.8pp | 17.10%-9.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $406 | $1,943-79.1% | $3,714-89.1% | $2,281-82.2% |
| Participant deferral / active EE | $2,609 | $4,195-37.8% | $5,696-54.2% | $3,203-18.5% |
| Admin fee / account holder | $484 | $3,741-87.1% | $5,516-91.2% | $4,296-88.7% |