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 | $37,824 | $71,050-46.8% | $93,606-59.6% | $80,856-53.2% |
| Participation rate | 40.0% | 60.4%-20.4pp | 68.7%-28.7pp | 67.6%-27.6pp |
| Annual return | 14.65% | 11.26%+3.4pp | 133.20%-118.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $512 | $1,564-67.3% | $2,420-78.9% | $2,755-81.4% |
| Participant deferral / active EE | $1,382 | $4,034-65.8% | $4,411-68.7% | $4,296-67.8% |
| Admin fee / account holder | $4,117 | $6,945-40.7% | $8,285-50.3% | $6,918-40.5% |