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 | $68,515 | $81,460-15.9% | $103,333-33.7% | $80,856-15.3% |
| Participation rate | 46.7% | 66.8%-20.2pp | 74.5%-27.8pp | 67.6%-21.0pp |
| Annual return | 14.58% | 25.55%-11.0pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $830 | $3,105-73.3% | $3,868-78.5% | $2,755-69.9% |
| Participant deferral / active EE | $2,147 | $3,869-44.5% | $5,057-57.5% | $4,296-50.0% |
| Admin fee / account holder | $4,769 | $6,566-27.4% | $8,355-42.9% | $6,918-31.1% |