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 | $36,145 | $81,248-55.5% | $155,509-76.8% | $80,856-55.3% |
| Participation rate | 61.3% | 66.2%-4.9pp | 78.2%-16.9pp | 67.6%-6.3pp |
| Annual return | 17.61% | 33.31%-15.7pp | 64.67%-47.1pp | 35.59%-18.0pp |
| Employer contribution / active EE | $953 | $3,100-69.2% | $4,672-79.6% | $2,755-65.4% |
| Participant deferral / active EE | $3,148 | $3,452-8.8% | $5,626-44.0% | $4,296-26.7% |
| Admin fee / account holder | $3,387 | $7,997-57.6% | $15,912-78.7% | $6,918-51.0% |