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 | $30,175 | $48,076-37.2% | $78,689-61.7% | $62,891-52.0% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.6%-23.6pp | 69.3%-19.3pp |
| Annual return | 5.83% | 31.35%-25.5pp | 62.18%-56.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $636 | $2,015-68.4% | $2,851-77.7% | $2,281-72.1% |
| Participant deferral / active EE | $1,451 | $2,588-43.9% | $3,517-58.7% | $3,203-54.7% |
| Admin fee / account holder | $1,839 | $3,207-42.6% | $4,510-59.2% | $4,296-57.2% |