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 | $54,843 | $83,477-34.3% | $125,175-56.2% | $72,985-24.9% |
| Participation rate | 47.5% | 73.3%-25.8pp | 79.8%-32.3pp | 69.5%-22.0pp |
| Annual return | 22.87% | 25.78%-2.9pp | 43.79%-20.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $625 | $2,345-73.4% | $3,865-83.8% | $2,440-74.4% |
| Participant deferral / active EE | $1,871 | $3,585-47.8% | $4,937-62.1% | $3,607-48.1% |
| Admin fee / account holder | $1,211 | $5,517-78.1% | $9,702-87.5% | $5,124-76.4% |