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 | $30,581 | $77,634-60.6% | $156,549-80.5% | $62,891-51.4% |
| Participation rate | 62.2% | 71.2%-9.0pp | 84.0%-21.8pp | 69.3%-7.1pp |
| Annual return | 7.15% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $880 | $3,444-74.5% | $5,501-84.0% | $2,281-61.4% |
| Participant deferral / active EE | $1,467 | $3,045-51.8% | $4,871-69.9% | $3,203-54.2% |
| Admin fee / account holder | $4,589 | $5,561-17.5% | $13,027-64.8% | $4,296+6.8% |