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 | $31,771 | $65,041-51.2% | $90,951-65.1% | $79,858-60.2% |
| Participation rate | 34.7% | 61.6%-26.9pp | 69.0%-34.3pp | 69.6%-34.9pp |
| Annual return | 17.40% | 30.45%-13.0pp | 134.60%-117.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $433 | $1,247-65.3% | $2,122-79.6% | $2,471-82.5% |
| Participant deferral / active EE | $1,276 | $2,512-49.2% | $3,373-62.2% | $3,740-65.9% |
| Admin fee / account holder | $1,914 | $4,536-57.8% | $5,959-67.9% | $5,306-63.9% |