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 | $57,105 | $90,503-36.9% | $78,689-27.4% | $273,961-79.2% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 7.81% | 75.60%-67.8pp | 62.18%-54.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $327 | $3,176-89.7% | $2,851-88.5% | $4,869-93.3% |
| Participant deferral / active EE | $500 | $3,901-87.2% | $3,517-85.8% | $5,287-90.5% |
| Admin fee / account holder | $84,792 | $5,263+1511.0% | $4,510+1779.9% | $10,132+736.9% |