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 | $17,532 | $56,054-68.7% | $171,082-89.8% | $62,891-72.1% |
| Participation rate | 47.5% | 62.9%-15.3pp | 76.7%-29.2pp | 69.3%-21.8pp |
| Annual return | 8.10% | 22.52%-14.4pp | 32.56%-24.5pp | 20.14%-12.0pp |
| Employer contribution / active EE | $750 | $1,731-56.7% | $4,002-81.3% | $2,281-67.1% |
| Participant deferral / active EE | $1,559 | $3,158-50.6% | $4,797-67.5% | $3,203-51.3% |
| Admin fee / account holder | $306 | $3,647-91.6% | $8,520-96.4% | $4,296-92.9% |