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 | $45,377 | $55,453-18.2% | $170,442-73.4% | $62,292-27.2% |
| Participation rate | 49.5% | 66.4%-16.9pp | 83.6%-34.1pp | 69.5%-20.0pp |
| Annual return | 17.09% | 21.38%-4.3pp | 205.93%-188.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $695 | $2,164-67.9% | $5,433-87.2% | $2,042-66.0% |
| Participant deferral / active EE | $1,231 | $2,303-46.5% | $4,939-75.1% | $3,169-61.1% |
| Admin fee / account holder | $816 | $455+79.4% | $13,880-94.1% | $479+70.3% |