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 | $27,555 | $73,787-62.7% | $98,716-72.1% | $82,448-66.6% |
| Participation rate | 48.3% | 61.4%-13.1pp | 69.3%-21.0pp | 68.1%-19.8pp |
| Annual return | 17.18% | 18.57%-1.4pp | 31.81%-14.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $342 | $1,511-77.4% | $2,279-85.0% | $2,551-86.6% |
| Participant deferral / active EE | $2,091 | $3,081-32.2% | $4,048-48.4% | $4,139-49.5% |
| Admin fee / account holder | $6,867 | $6,500+5.6% | $8,703-21.1% | $7,234-5.1% |