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 | $31,625 | $48,076-34.2% | $78,689-59.8% | $62,891-49.7% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.6%-23.6pp | 69.3%-19.3pp |
| Annual return | 6.72% | 31.35%-24.6pp | 62.18%-55.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $643 | $2,015-68.1% | $2,851-77.4% | $2,281-71.8% |
| Participant deferral / active EE | $924 | $2,588-64.3% | $3,517-73.7% | $3,203-71.2% |
| Admin fee / account holder | $364 | $3,207-88.7% | $4,510-91.9% | $4,296-91.5% |