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 | $37,406 | $108,825-65.6% | $156,181-76.0% | $82,448-54.6% |
| Participation rate | 61.2% | 72.4%-11.1pp | 78.8%-17.6pp | 68.1%-6.8pp |
| Annual return | 13.90% | 20.59%-6.7pp | 64.87%-51.0pp | 41.64%-27.7pp |
| Employer contribution / active EE | $966 | $2,870-66.3% | $4,294-77.5% | $2,551-62.1% |
| Participant deferral / active EE | $2,774 | $4,577-39.4% | $6,132-54.8% | $4,139-33.0% |
| Admin fee / account holder | $12,204 | $9,341+30.7% | $14,586-16.3% | $7,234+68.7% |