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 | $33,400 | $56,897-41.3% | $84,750-60.6% | $62,891-46.9% |
| Participation rate | 32.7% | 68.5%-35.8pp | 76.6%-43.9pp | 69.3%-36.6pp |
| Annual return | 6.60% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.5pp |
| Employer contribution / active EE | $851 | $2,400-64.5% | $3,574-76.2% | $2,281-62.7% |
| Participant deferral / active EE | $2,007 | $2,709-25.9% | $3,712-45.9% | $3,203-37.3% |
| Admin fee / account holder | $956 | $3,581-73.3% | $5,332-82.1% | $4,296-77.7% |