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 | $30,096 | $39,122-23.1% | $57,179-47.4% | $62,891-52.1% |
| Participation rate | 52.5% | 70.5%-18.0pp | 75.3%-22.8pp | 69.3%-16.8pp |
| Annual return | 7.25% | 9.23%-2.0pp | 14.59%-7.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $402 | $1,874-78.5% | $2,682-85.0% | $2,281-82.4% |
| Participant deferral / active EE | $1,978 | $2,374-16.7% | $3,096-36.1% | $3,203-38.2% |
| Admin fee / account holder | $4,289 | $2,592+65.5% | $3,139+36.6% | $4,296-0.2% |