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 | $35,878 | $53,596-33.1% | $90,645-60.4% | $64,186-44.1% |
| Participation rate | 43.8% | 64.5%-20.7pp | 74.0%-30.2pp | 69.6%-25.7pp |
| Annual return | 7.69% | 4.41%+3.3pp | 1.88%+5.8pp | 7.63%+0.1pp |
| Employer contribution / active EE | $831 | $1,503-44.7% | $2,532-67.2% | $2,381-65.1% |
| Participant deferral / active EE | $2,268 | $2,459-7.8% | $3,425-33.8% | $3,470-34.6% |
| Admin fee / account holder | $9,848 | $3,868+154.6% | $4,994+97.2% | $4,888+101.5% |