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 | $32,076 | $39,122-18.0% | $57,179-43.9% | $62,891-49.0% |
| Participation rate | 33.3% | 70.5%-37.2pp | 75.3%-42.0pp | 69.3%-36.0pp |
| Annual return | 7.42% | 9.23%-1.8pp | 14.59%-7.2pp | 20.14%-12.7pp |
| Employer contribution / active EE | $383 | $1,874-79.5% | $2,682-85.7% | $2,281-83.2% |
| Participant deferral / active EE | $1,231 | $2,374-48.2% | $3,096-60.3% | $3,203-61.6% |
| Admin fee / account holder | $310 | $2,592-88.0% | $3,139-90.1% | $4,296-92.8% |