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 | $41,823 | $62,586-33.2% | $76,768-45.5% | $64,186-34.8% |
| Participation rate | 44.4% | 72.8%-28.4pp | 77.0%-32.5pp | 69.6%-25.1pp |
| Annual return | 5.39% | -1.95%+7.3pp | 2.43%+3.0pp | 7.63%-2.2pp |
| Employer contribution / active EE | $434 | $1,832-76.3% | $2,485-82.5% | $2,381-81.8% |
| Participant deferral / active EE | $2,319 | $3,145-26.3% | $3,852-39.8% | $3,470-33.2% |
| Admin fee / account holder | $3,611 | $4,667-22.6% | $6,675-45.9% | $4,888-26.1% |