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 | $32,158 | $56,897-43.5% | $84,750-62.1% | $62,891-48.9% |
| Participation rate | 34.2% | 68.5%-34.3pp | 76.6%-42.3pp | 69.3%-35.1pp |
| Annual return | 6.41% | 6.30%+0.1pp | 22.78%-16.4pp | 20.14%-13.7pp |
| Employer contribution / active EE | $486 | $2,400-79.8% | $3,574-86.4% | $2,281-78.7% |
| Participant deferral / active EE | $1,227 | $2,709-54.7% | $3,712-67.0% | $3,203-61.7% |
| Admin fee / account holder | $631 | $3,581-82.4% | $5,332-88.2% | $4,296-85.3% |