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 | $32,594 | $67,606-51.8% | $82,313-60.4% | $70,131-53.5% |
| Participation rate | 44.4% | 72.8%-28.3pp | 76.9%-32.4pp | 69.5%-25.1pp |
| Annual return | 18.21% | 21.57%-3.4pp | 25.88%-7.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,244 | $1,755-29.1% | $2,428-48.8% | $2,342-46.9% |
| Participant deferral / active EE | $2,260 | $2,987-24.3% | $3,706-39.0% | $3,332-32.2% |
| Admin fee / account holder | $1,406 | $4,512-68.8% | $5,608-74.9% | $4,645-69.7% |