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 | $35,674 | $48,076-25.8% | $78,689-54.7% | $62,891-43.3% |
| Participation rate | 52.7% | 65.2%-12.5pp | 73.6%-20.8pp | 69.3%-16.6pp |
| Annual return | 5.34% | 31.35%-26.0pp | 62.18%-56.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $447 | $2,015-77.8% | $2,851-84.3% | $2,281-80.4% |
| Participant deferral / active EE | $1,301 | $2,588-49.7% | $3,517-63.0% | $3,203-59.4% |
| Admin fee / account holder | $735 | $3,207-77.1% | $4,510-83.7% | $4,296-82.9% |