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 | $32,458 | $41,377-21.6% | $109,313-70.3% | $62,891-48.4% |
| Participation rate | 46.2% | 57.5%-11.4pp | 71.3%-25.1pp | 69.3%-23.2pp |
| Annual return | 8.09% | 11.05%-3.0pp | 22.07%-14.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $884 | $1,276-30.7% | $3,892-77.3% | $2,281-61.2% |
| Participant deferral / active EE | $1,635 | $2,045-20.0% | $3,166-48.4% | $3,203-48.9% |
| Admin fee / account holder | $1,160 | $2,884-59.8% | $5,666-79.5% | $4,296-73.0% |