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 | $22,416 | $56,484-60.3% | $169,463-86.8% | $64,186-65.1% |
| Participation rate | 49.2% | 64.5%-15.3pp | 77.8%-28.6pp | 69.6%-20.3pp |
| Annual return | 8.04% | -1.55%+9.6pp | 1.83%+6.2pp | 7.63%+0.4pp |
| Employer contribution / active EE | $846 | $1,832-53.8% | $4,159-79.7% | $2,381-64.5% |
| Participant deferral / active EE | $1,671 | $3,448-51.5% | $5,277-68.3% | $3,470-51.8% |
| Admin fee / account holder | $1,032 | $4,174-75.3% | $9,109-88.7% | $4,888-78.9% |