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 | $65,152 | $73,787-11.7% | $98,716-34.0% | $82,448-21.0% |
| Participation rate | 38.0% | 61.4%-23.4pp | 69.3%-31.3pp | 68.1%-30.1pp |
| Annual return | 20.21% | 18.57%+1.6pp | 31.81%-11.6pp | 41.64%-21.4pp |
| Employer contribution / active EE | $668 | $1,511-55.8% | $2,279-70.7% | $2,551-73.8% |
| Participant deferral / active EE | $1,787 | $3,081-42.0% | $4,048-55.9% | $4,139-56.8% |
| Admin fee / account holder | $1,183 | $6,500-81.8% | $8,703-86.4% | $7,234-83.7% |