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 | $35,043 | $56,897-38.4% | $84,750-58.7% | $62,891-44.3% |
| Participation rate | 51.2% | 68.5%-17.3pp | 76.6%-25.3pp | 69.3%-18.1pp |
| Annual return | 7.74% | 6.30%+1.4pp | 22.78%-15.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $552 | $2,400-77.0% | $3,574-84.6% | $2,281-75.8% |
| Participant deferral / active EE | $1,995 | $2,709-26.3% | $3,712-46.2% | $3,203-37.7% |
| Admin fee / account holder | $654 | $3,581-81.7% | $5,332-87.7% | $4,296-84.8% |