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 | $42,254 | $60,349-30.0% | $74,183-43.0% | $62,891-32.8% |
| Participation rate | 55.6% | 72.7%-17.2pp | 76.6%-21.1pp | 69.3%-13.8pp |
| Annual return | 12.13% | 21.37%-9.2pp | 17.74%-5.6pp | 20.14%-8.0pp |
| Employer contribution / active EE | $434 | $1,680-74.2% | $2,370-81.7% | $2,281-81.0% |
| Participant deferral / active EE | $2,171 | $2,856-24.0% | $3,550-38.8% | $3,203-32.2% |
| Admin fee / account holder | $1,659 | $4,261-61.1% | $5,586-70.3% | $4,296-61.4% |