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 | $33,028 | $63,764-48.2% | $81,930-59.7% | $79,858-58.6% |
| Participation rate | 40.0% | 67.5%-27.5pp | 72.0%-32.0pp | 69.6%-29.6pp |
| Annual return | 10.99% | 22.66%-11.7pp | 29.49%-18.5pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,129 | $1,795-37.1% | $4,310-73.8% | $2,471-54.3% |
| Participant deferral / active EE | $1,574 | $2,780-43.4% | $7,107-77.8% | $3,740-57.9% |
| Admin fee / account holder | $545 | $4,426-87.7% | $5,158-89.4% | $5,306-89.7% |