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 | $27,994 | $80,717-65.3% | $154,803-81.9% | $84,808-67.0% |
| Participation rate | 63.2% | 66.8%-3.7pp | 78.1%-14.9pp | 68.3%-5.2pp |
| Annual return | 20.48% | 37.96%-17.5pp | 58.88%-38.4pp | 40.90%-20.4pp |
| Employer contribution / active EE | $778 | $2,761-71.8% | $4,305-81.9% | $2,631-70.4% |
| Participant deferral / active EE | $1,306 | $3,303-60.5% | $5,540-76.4% | $4,212-69.0% |
| Admin fee / account holder | $7,930 | $6,746+17.6% | $14,329-44.7% | $7,344+8.0% |