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 | $17,286 | $56,054-69.2% | $171,082-89.9% | $62,891-72.5% |
| Participation rate | 55.2% | 62.9%-7.7pp | 76.7%-21.5pp | 69.3%-14.1pp |
| Annual return | 7.48% | 22.52%-15.0pp | 32.56%-25.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $793 | $1,731-54.2% | $4,002-80.2% | $2,281-65.2% |
| Participant deferral / active EE | $2,838 | $3,158-10.1% | $4,797-40.9% | $3,203-11.4% |
| Admin fee / account holder | $20,239 | $3,647+455.0% | $8,520+137.6% | $4,296+371.2% |