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 | $36,370 | $56,897-36.1% | $84,750-57.1% | $62,891-42.2% |
| Participation rate | 34.2% | 68.5%-34.4pp | 76.6%-42.4pp | 69.3%-35.1pp |
| Annual return | 9.43% | 6.30%+3.1pp | 22.78%-13.4pp | 20.14%-10.7pp |
| Employer contribution / active EE | $893 | $2,400-62.8% | $3,574-75.0% | $2,281-60.8% |
| Participant deferral / active EE | $1,538 | $2,709-43.2% | $3,712-58.6% | $3,203-52.0% |
| Admin fee / account holder | $709 | $3,581-80.2% | $5,332-86.7% | $4,296-83.5% |