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 | $36,234 | $67,606-46.4% | $82,313-56.0% | $70,131-48.3% |
| Participation rate | 48.5% | 72.8%-24.3pp | 76.9%-28.4pp | 69.5%-21.1pp |
| Annual return | 16.27% | 21.57%-5.3pp | 25.88%-9.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $892 | $1,755-49.2% | $2,428-63.3% | $2,342-61.9% |
| Participant deferral / active EE | $2,476 | $2,987-17.1% | $3,706-33.2% | $3,332-25.7% |
| Admin fee / account holder | $1,277 | $4,512-71.7% | $5,608-77.2% | $4,645-72.5% |