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 | $62,550 | $107,452-41.8% | $91,541-31.7% | $142,382-56.1% |
| Participation rate | 57.9% | 75.1%-17.2pp | 69.8%-11.9pp | 80.1%-22.2pp |
| Annual return | 13.82% | 22.06%-8.2pp | 20.50%-6.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $906 | $2,994-69.8% | $2,505-63.8% | $4,299-78.9% |
| Participant deferral / active EE | $1,878 | $4,754-60.5% | $4,008-53.1% | $6,507-71.1% |
| Admin fee / account holder | $15,118 | $8,834+71.1% | $6,956+117.3% | $12,624+19.8% |