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 | $38,299 | $56,897-32.7% | $84,750-54.8% | $62,891-39.1% |
| Participation rate | 53.7% | 68.5%-14.9pp | 76.6%-22.9pp | 69.3%-15.6pp |
| Annual return | 11.65% | 6.30%+5.3pp | 22.78%-11.1pp | 20.14%-8.5pp |
| Employer contribution / active EE | $628 | $2,400-73.8% | $3,574-82.4% | $2,281-72.4% |
| Participant deferral / active EE | $1,906 | $2,709-29.6% | $3,712-48.6% | $3,203-40.5% |
| Admin fee / account holder | $1,068 | $3,581-70.2% | $5,332-80.0% | $4,296-75.1% |