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 | $44,933 | $85,515-47.5% | $112,040-59.9% | $67,986-33.9% |
| Participation rate | 51.8% | 68.2%-16.4pp | 76.5%-24.7pp | 57.2%-5.4pp |
| Annual return | 14.96% | 29.68%-14.7pp | 24.52%-9.6pp | 31.67%-16.7pp |
| Employer contribution / active EE | $700 | $2,191-68.0% | $2,954-76.3% | $2,019-65.3% |
| Participant deferral / active EE | $2,137 | $4,014-46.8% | $5,098-58.1% | $3,358-36.3% |
| Admin fee / account holder | $13,503 | $3,774+257.8% | $12,098+11.6% | $3,203+321.5% |