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 | $38,479 | $87,870-56.2% | $113,168-66.0% | $74,304-48.2% |
| Participation rate | 41.0% | 70.7%-29.8pp | 76.6%-35.6pp | 60.3%-19.4pp |
| Annual return | 17.86% | 26.44%-8.6pp | 24.27%-6.4pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,004 | $2,277-55.9% | $2,975-66.3% | $2,241-55.2% |
| Participant deferral / active EE | $2,384 | $4,241-43.8% | $5,107-53.3% | $3,767-36.7% |
| Admin fee / account holder | $529 | $3,368-84.3% | $12,068-95.6% | $2,969-82.2% |