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 | $60,443 | $165,912-63.6% | $122,332-50.6% | $147,584-59.0% |
| Participation rate | 45.5% | 79.6%-34.1pp | 71.6%-26.2pp | 82.8%-37.4pp |
| Annual return | 14.19% | 34.55%-20.4pp | 30.27%-16.1pp | 578.55%-564.4pp |
| Employer contribution / active EE | $957 | $5,754-83.4% | $4,050-76.4% | $4,876-80.4% |
| Participant deferral / active EE | $3,442 | $4,005-14.1% | $3,287+4.7% | $5,439-36.7% |
| Admin fee / account holder | $28,416 | $7,424+282.8% | $5,478+418.7% | $10,885+161.1% |