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 | $21,388 | $103,949-79.4% | $69,182-69.1% | $273,961-92.2% |
| Participation rate | 39.1% | 67.4%-28.2pp | 55.1%-16.0pp | 83.0%-43.9pp |
| Annual return | 6.25% | 35.28%-29.0pp | -21.93%+28.2pp | 41.45%-35.2pp |
| Employer contribution / active EE | $929 | $1,783-47.9% | $1,206-23.0% | $4,869-80.9% |
| Participant deferral / active EE | $1,011 | $2,716-62.8% | $1,897-46.7% | $5,287-80.9% |
| Admin fee / account holder | $8,486 | $3,671+131.2% | $2,697+214.7% | $10,132-16.2% |