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 | $43,759 | $90,503-51.6% | $78,689-44.4% | $273,961-84.0% |
| Participation rate | 36.4% | 76.5%-40.2pp | 73.6%-37.2pp | 83.0%-46.7pp |
| Annual return | 5.50% | 75.60%-70.1pp | 62.18%-56.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $811 | $3,176-74.5% | $2,851-71.6% | $4,869-83.3% |
| Participant deferral / active EE | $1,999 | $3,901-48.8% | $3,517-43.2% | $5,287-62.2% |
| Admin fee / account holder | $11,120 | $5,263+111.3% | $4,510+146.5% | $10,132+9.8% |