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 | $22,444 | $66,764-66.4% | $88,497-74.6% | $62,891-64.3% |
| Participation rate | 49.2% | 77.3%-28.1pp | 82.4%-33.2pp | 69.3%-20.1pp |
| Annual return | 7.50% | 10.37%-2.9pp | 7.63%-0.1pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,704 | $3,077-44.6% | $4,036-57.8% | $2,281-25.3% |
| Participant deferral / active EE | $1,641 | $3,976-58.7% | $4,899-66.5% | $3,203-48.8% |
| Admin fee / account holder | $544 | $4,668-88.3% | $6,220-91.3% | $4,296-87.3% |