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 | $28,003 | $57,108-51.0% | $94,224-70.3% | $52,331-46.5% |
| Participation rate | 62.0% | 72.9%-10.9pp | 78.8%-16.8pp | 68.1%-6.1pp |
| Annual return | 10.69% | 1.47%+9.2pp | 10.68%0pp | 4.54%+6.1pp |
| Employer contribution / active EE | $788 | $1,735-54.6% | $3,587-78.0% | $1,882-58.1% |
| Participant deferral / active EE | $1,962 | $3,040-35.5% | $4,320-54.6% | $3,022-35.1% |
| Admin fee / account holder | $333 | $546-39.1% | $6,269-94.7% | $592-43.8% |