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 | $35,416 | $84,233-58.0% | $170,442-79.2% | $70,131-49.5% |
| Participation rate | 63.2% | 70.8%-7.7pp | 83.6%-20.4pp | 69.5%-6.4pp |
| Annual return | 14.48% | 23.06%-8.6pp | 205.93%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $782 | $3,387-76.9% | $5,433-85.6% | $2,342-66.6% |
| Participant deferral / active EE | $2,746 | $3,086-11.0% | $4,939-44.4% | $3,332-17.6% |
| Admin fee / account holder | $6,547 | $5,698+14.9% | $13,880-52.8% | $4,645+40.9% |