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 | $62,773 | $81,208-22.7% | $98,907-36.5% | $79,858-21.4% |
| Participation rate | 60.5% | 72.5%-12.0pp | 76.0%-15.6pp | 69.6%-9.2pp |
| Annual return | 12.77% | 60.99%-48.2pp | 196.43%-183.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $757 | $1,960-61.4% | $2,689-71.9% | $2,471-69.4% |
| Participant deferral / active EE | $2,603 | $3,265-20.3% | $4,244-38.7% | $3,740-30.4% |
| Admin fee / account holder | $42,779 | $6,013+611.5% | $6,642+544.1% | $5,306+706.2% |