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 | $26,121 | $81,248-67.9% | $155,509-83.2% | $80,856-67.7% |
| Participation rate | 46.4% | 66.2%-19.8pp | 78.2%-31.8pp | 67.6%-21.2pp |
| Annual return | 17.33% | 33.31%-16.0pp | 64.67%-47.3pp | 35.59%-18.3pp |
| Employer contribution / active EE | $854 | $3,100-72.5% | $4,672-81.7% | $2,755-69.0% |
| Participant deferral / active EE | $2,376 | $3,452-31.2% | $5,626-57.8% | $4,296-44.7% |
| Admin fee / account holder | $6,682 | $7,997-16.4% | $15,912-58.0% | $6,918-3.4% |