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 | $28,880 | $60,349-52.1% | $74,183-61.1% | $62,891-54.1% |
| Participation rate | 35.1% | 72.7%-37.6pp | 76.6%-41.5pp | 69.3%-34.2pp |
| Annual return | 9.46% | 21.37%-11.9pp | 17.74%-8.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $504 | $1,680-70.0% | $2,370-78.8% | $2,281-77.9% |
| Participant deferral / active EE | $1,272 | $2,856-55.5% | $3,550-64.2% | $3,203-60.3% |
| Admin fee / account holder | $3,013 | $4,261-29.3% | $5,586-46.1% | $4,296-29.9% |