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 | $36,133 | $60,349-40.1% | $74,183-51.3% | $62,891-42.5% |
| Participation rate | 51.6% | 72.7%-21.2pp | 76.6%-25.1pp | 69.3%-17.7pp |
| Annual return | 9.53% | 21.37%-11.8pp | 17.74%-8.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $604 | $1,680-64.0% | $2,370-74.5% | $2,281-73.5% |
| Participant deferral / active EE | $2,647 | $2,856-7.3% | $3,550-25.4% | $3,203-17.4% |
| Admin fee / account holder | $998 | $4,261-76.6% | $5,586-82.1% | $4,296-76.8% |