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 | $48,333 | $74,927-35.5% | $101,794-52.5% | $84,808-43.0% |
| Participation rate | 43.8% | 61.4%-17.7pp | 69.2%-25.4pp | 68.3%-24.6pp |
| Annual return | 12.91% | 18.70%-5.8pp | 30.53%-17.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $691 | $1,522-54.6% | $2,289-69.8% | $2,631-73.7% |
| Participant deferral / active EE | $1,935 | $3,099-37.6% | $4,084-52.6% | $4,212-54.1% |
| Admin fee / account holder | $1,212 | $6,514-81.4% | $8,777-86.2% | $7,344-83.5% |