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 | $32,186 | $65,365-50.8% | $92,893-65.4% | $72,985-55.9% |
| Participation rate | 32.1% | 68.3%-36.2pp | 76.0%-43.9pp | 69.5%-37.3pp |
| Annual return | 20.87% | 42.10%-21.2pp | 109.41%-88.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $746 | $2,594-71.2% | $3,653-79.6% | $2,440-69.4% |
| Participant deferral / active EE | $2,891 | $3,128-7.6% | $4,236-31.7% | $3,607-19.9% |
| Admin fee / account holder | $2,998 | $4,251-29.5% | $5,794-48.3% | $5,124-41.5% |