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 | $24,482 | $48,076-49.1% | $78,689-68.9% | $62,891-61.1% |
| Participation rate | 38.3% | 65.2%-26.9pp | 73.6%-35.3pp | 69.3%-31.0pp |
| Annual return | 5.61% | 31.35%-25.7pp | 62.18%-56.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $372 | $2,015-81.5% | $2,851-87.0% | $2,281-83.7% |
| Participant deferral / active EE | $774 | $2,588-70.1% | $3,517-78.0% | $3,203-75.8% |
| Admin fee / account holder | $4,158 | $3,207+29.6% | $4,510-7.8% | $4,296-3.2% |