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 | $44,083 | $56,897-22.5% | $84,750-48.0% | $62,891-29.9% |
| Participation rate | 56.8% | 68.5%-11.7pp | 76.6%-19.7pp | 69.3%-12.5pp |
| Annual return | 7.91% | 6.30%+1.6pp | 22.78%-14.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $501 | $2,400-79.1% | $3,574-86.0% | $2,281-78.0% |
| Participant deferral / active EE | $1,921 | $2,709-29.1% | $3,712-48.3% | $3,203-40.0% |
| Admin fee / account holder | $5,573 | $3,581+55.6% | $5,332+4.5% | $4,296+29.7% |