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 | $29,588 | $43,075-31.3% | $74,583-60.3% | $62,891-53.0% |
| Participation rate | 29.8% | 58.1%-28.2pp | 68.1%-38.3pp | 69.3%-39.5pp |
| Annual return | 7.88% | 17.50%-9.6pp | 20.47%-12.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $477 | $1,498-68.2% | $2,525-81.1% | $2,281-79.1% |
| Participant deferral / active EE | $1,496 | $2,389-37.4% | $3,458-56.7% | $3,203-53.3% |
| Admin fee / account holder | $985 | $2,840-65.3% | $4,138-76.2% | $4,296-77.1% |