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 | $18,472 | $80,717-77.1% | $154,803-88.1% | $84,808-78.2% |
| Participation rate | 35.5% | 66.8%-31.3pp | 78.1%-42.6pp | 68.3%-32.8pp |
| Annual return | 14.65% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $800 | $2,761-71.0% | $4,305-81.4% | $2,631-69.6% |
| Participant deferral / active EE | $2,383 | $3,303-27.8% | $5,540-57.0% | $4,212-43.4% |
| Admin fee / account holder | $2,264 | $6,746-66.4% | $14,329-84.2% | $7,344-69.2% |