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 | $46,622 | $56,897-18.1% | $84,750-45.0% | $62,891-25.9% |
| Participation rate | 54.8% | 68.5%-13.8pp | 76.6%-21.8pp | 69.3%-14.5pp |
| Annual return | 7.68% | 6.30%+1.4pp | 22.78%-15.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $772 | $2,400-67.8% | $3,574-78.4% | $2,281-66.1% |
| Participant deferral / active EE | $2,187 | $2,709-19.3% | $3,712-41.1% | $3,203-31.7% |
| Admin fee / account holder | $507 | $3,581-85.8% | $5,332-90.5% | $4,296-88.2% |