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 | $14,940 | $43,327-65.5% | $59,878-75.0% | $64,186-76.7% |
| Participation rate | 52.9% | 69.2%-16.2pp | 74.7%-21.8pp | 69.6%-16.6pp |
| Annual return | 36.00% | -1.55%+37.5pp | 3.46%+32.5pp | 7.63%+28.4pp |
| Employer contribution / active EE | $386 | $2,028-81.0% | $2,722-85.8% | $2,381-83.8% |
| Participant deferral / active EE | $1,194 | $2,546-53.1% | $3,402-64.9% | $3,470-65.6% |
| Admin fee / account holder | $473 | $3,005-84.3% | $3,590-86.8% | $4,888-90.3% |