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 | $44,900 | $49,025-8.4% | $87,507-48.7% | $62,891-28.6% |
| Participation rate | 36.0% | 64.9%-28.9pp | 73.8%-37.8pp | 69.3%-33.3pp |
| Annual return | 5.84% | 10.02%-4.2pp | 12.21%-6.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $592 | $1,372-56.8% | $2,550-76.8% | $2,281-74.0% |
| Participant deferral / active EE | $2,151 | $2,289-6.0% | $3,149-31.7% | $3,203-32.8% |
| Admin fee / account holder | $21,304 | $4,065+424.0% | $4,221+404.8% | $4,296+396.0% |