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 | $48,590 | $93,071-47.8% | $74,583-34.9% | $273,961-82.3% |
| Participation rate | 55.6% | 74.9%-19.4pp | 68.1%-12.6pp | 83.0%-27.5pp |
| Annual return | 6.95% | 26.18%-19.2pp | 20.47%-13.5pp | 41.45%-34.5pp |
| Employer contribution / active EE | $899 | $3,160-71.5% | $2,525-64.4% | $4,869-81.5% |
| Participant deferral / active EE | $1,402 | $4,160-66.3% | $3,458-59.5% | $5,287-73.5% |
| Admin fee / account holder | $19,065 | $5,272+261.6% | $4,138+360.7% | $10,132+88.2% |