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 | $45,329 | $76,407-40.7% | $150,298-69.8% | $82,448-45.0% |
| Participation rate | 29.6% | 66.4%-36.8pp | 77.8%-48.1pp | 68.1%-38.4pp |
| Annual return | 14.08% | 39.99%-25.9pp | 62.79%-48.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $466 | $2,614-82.2% | $4,154-88.8% | $2,551-81.7% |
| Participant deferral / active EE | $2,184 | $3,214-32.1% | $5,453-59.9% | $4,139-47.2% |
| Admin fee / account holder | $708 | $6,352-88.9% | $14,116-95.0% | $7,234-90.2% |