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 | $70,242 | $90,503-22.4% | $78,689-10.7% | $273,961-74.4% |
| Participation rate | 47.1% | 76.5%-29.5pp | 73.6%-26.5pp | 83.0%-36.0pp |
| Annual return | 62.95% | 75.60%-12.7pp | 62.18%+0.8pp | 41.45%+21.5pp |
| Employer contribution / active EE | $280 | $3,176-91.2% | $2,851-90.2% | $4,869-94.3% |
| Participant deferral / active EE | $2,395 | $3,901-38.6% | $3,517-31.9% | $5,287-54.7% |
| Admin fee / account holder | $19,051 | $5,263+262.0% | $4,510+322.4% | $10,132+88.0% |