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 | $35,376 | $81,248-56.5% | $155,509-77.3% | $80,856-56.2% |
| Participation rate | 39.3% | 66.2%-26.9pp | 78.2%-38.9pp | 67.6%-28.3pp |
| Annual return | 12.42% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $536 | $3,100-82.7% | $4,672-88.5% | $2,755-80.6% |
| Participant deferral / active EE | $1,956 | $3,452-43.3% | $5,626-65.2% | $4,296-54.5% |
| Admin fee / account holder | $3,035 | $7,997-62.1% | $15,912-80.9% | $6,918-56.1% |