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 | $24,336 | $37,426-35.0% | $77,482-68.6% | $79,858-69.5% |
| Participation rate | 39.7% | 41.5%-1.8pp | 54.2%-14.5pp | 69.6%-30.0pp |
| Annual return | 14.63% | 39.70%-25.1pp | 54.79%-40.2pp | 31.71%-17.1pp |
| Employer contribution / active EE | $668 | $637+4.9% | $986-32.3% | $2,471-73.0% |
| Participant deferral / active EE | $1,465 | $1,260+16.3% | $1,861-21.3% | $3,740-60.8% |
| Admin fee / account holder | $498 | $2,504-80.1% | $2,858-82.6% | $5,306-90.6% |