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 | $34,532 | $76,552-54.9% | $123,892-72.1% | $62,891-45.1% |
| Participation rate | 51.0% | 73.0%-22.0pp | 81.4%-30.4pp | 69.3%-18.3pp |
| Annual return | 6.69% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $876 | $2,883-69.6% | $4,617-81.0% | $2,281-61.6% |
| Participant deferral / active EE | $2,482 | $4,840-48.7% | $5,984-58.5% | $3,203-22.5% |
| Admin fee / account holder | $441 | $4,826-90.9% | $8,357-94.7% | $4,296-89.7% |