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 | $52,056 | $71,050-26.7% | $93,606-44.4% | $80,856-35.6% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.6%-17.6pp |
| Annual return | 11.05% | 11.26%-0.2pp | 133.20%-122.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $770 | $1,564-50.7% | $2,420-68.2% | $2,755-72.0% |
| Participant deferral / active EE | $1,333 | $4,034-66.9% | $4,411-69.8% | $4,296-69.0% |
| Admin fee / account holder | $1,645 | $6,945-76.3% | $8,285-80.1% | $6,918-76.2% |