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 | $30,538 | $55,706-45.2% | $75,886-59.8% | $72,985-58.2% |
| Participation rate | 35.8% | 61.1%-25.3pp | 69.3%-33.5pp | 69.5%-33.7pp |
| Annual return | 17.02% | 27.59%-10.6pp | 30.76%-13.7pp | 81.00%-64.0pp |
| Employer contribution / active EE | $826 | $1,687-51.0% | $2,500-67.0% | $2,440-66.2% |
| Participant deferral / active EE | $1,337 | $2,634-49.2% | $3,603-62.9% | $3,607-62.9% |
| Admin fee / account holder | $2,416 | $3,978-39.3% | $5,418-55.4% | $5,124-52.8% |