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 | $33,034 | $48,076-31.3% | $78,689-58.0% | $62,891-47.5% |
| Participation rate | 59.6% | 65.2%-5.6pp | 73.6%-13.9pp | 69.3%-9.7pp |
| Annual return | 14.25% | 31.35%-17.1pp | 62.18%-47.9pp | 20.14%-5.9pp |
| Employer contribution / active EE | $762 | $2,015-62.2% | $2,851-73.3% | $2,281-66.6% |
| Participant deferral / active EE | $1,994 | $2,588-22.9% | $3,517-43.3% | $3,203-37.7% |
| Admin fee / account holder | $3,353 | $3,207+4.5% | $4,510-25.7% | $4,296-21.9% |