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 | $32,695 | $65,365-50.0% | $92,893-64.8% | $72,985-55.2% |
| Participation rate | 61.5% | 68.3%-6.8pp | 76.0%-14.5pp | 69.5%-7.9pp |
| Annual return | 17.62% | 42.10%-24.5pp | 109.41%-91.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $961 | $2,594-63.0% | $3,653-73.7% | $2,440-60.6% |
| Participant deferral / active EE | $3,490 | $3,128+11.6% | $4,236-17.6% | $3,607-3.3% |
| Admin fee / account holder | $14,693 | $4,251+245.6% | $5,794+153.6% | $5,124+186.7% |