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 | $29,513 | $62,586-52.8% | $76,768-61.6% | $64,186-54.0% |
| Participation rate | 40.0% | 72.8%-32.8pp | 77.0%-37.0pp | 69.6%-29.6pp |
| Annual return | 14.65% | -1.95%+16.6pp | 2.43%+12.2pp | 7.63%+7.0pp |
| Employer contribution / active EE | $781 | $1,832-57.3% | $2,485-68.6% | $2,381-67.2% |
| Participant deferral / active EE | $1,578 | $3,145-49.8% | $3,852-59.0% | $3,470-54.5% |
| Admin fee / account holder | $2,494 | $4,667-46.6% | $6,675-62.6% | $4,888-49.0% |