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 | $44,558 | $74,927-40.5% | $101,794-56.2% | $84,808-47.5% |
| Participation rate | 41.4% | 61.4%-20.0pp | 69.2%-27.8pp | 68.3%-26.9pp |
| Annual return | 17.58% | 18.70%-1.1pp | 30.53%-12.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $791 | $1,522-48.0% | $2,289-65.4% | $2,631-69.9% |
| Participant deferral / active EE | $1,568 | $3,099-49.4% | $4,084-61.6% | $4,212-62.8% |
| Admin fee / account holder | $3,111 | $6,514-52.2% | $8,777-64.6% | $7,344-57.6% |