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 | $54,063 | $54,762-1.3% | $90,281-40.1% | $72,985-25.9% |
| Participation rate | 44.8% | 65.1%-20.3pp | 73.3%-28.4pp | 69.5%-24.7pp |
| Annual return | 16.73% | 30.63%-13.9pp | 78.10%-61.4pp | 81.00%-64.3pp |
| Employer contribution / active EE | $936 | $2,092-55.3% | $2,854-67.2% | $2,440-61.6% |
| Participant deferral / active EE | $1,886 | $2,887-34.7% | $3,885-51.5% | $3,607-47.7% |
| Admin fee / account holder | $20,512 | $3,972+416.4% | $5,351+283.3% | $5,124+300.3% |