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 | $33,223 | $78,705-57.8% | $117,854-71.8% | $70,131-52.6% |
| Participation rate | 54.5% | 73.2%-18.6pp | 79.7%-25.1pp | 69.5%-15.0pp |
| Annual return | 15.83% | 23.30%-7.5pp | 335.08%-319.2pp | 73.14%-57.3pp |
| Employer contribution / active EE | $640 | $2,223-71.2% | $3,786-83.1% | $2,342-72.7% |
| Participant deferral / active EE | $1,633 | $3,297-50.5% | $4,482-63.6% | $3,332-51.0% |
| Admin fee / account holder | $7,481 | $5,065+47.7% | $8,020-6.7% | $4,645+61.0% |