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 | $33,170 | $64,480-48.6% | $81,382-59.2% | $80,856-59.0% |
| Participation rate | 53.3% | 63.9%-10.5pp | 69.5%-16.2pp | 67.6%-14.3pp |
| Annual return | 11.25% | 16.34%-5.1pp | 24.73%-13.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $692 | $1,978-65.0% | $2,463-71.9% | $2,755-74.9% |
| Participant deferral / active EE | $1,990 | $3,094-35.7% | $3,883-48.7% | $4,296-53.7% |
| Admin fee / account holder | $8,277 | $5,671+46.0% | $5,768+43.5% | $6,918+19.6% |