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 | $56,451 | $62,672-9.9% | $185,117-69.5% | $70,131-19.5% |
| Participation rate | 41.8% | 63.8%-22.0pp | 77.3%-35.5pp | 69.5%-27.8pp |
| Annual return | 19.44% | 40.79%-21.4pp | 40.50%-21.1pp | 73.14%-53.7pp |
| Employer contribution / active EE | $611 | $1,753-65.2% | $4,182-85.4% | $2,342-73.9% |
| Participant deferral / active EE | $1,992 | $3,272-39.1% | $5,045-60.5% | $3,332-40.2% |
| Admin fee / account holder | $10,445 | $3,932+165.6% | $8,159+28.0% | $4,645+124.8% |