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 | $22,353 | $65,395-65.8% | $182,532-87.8% | $72,985-69.4% |
| Participation rate | 43.9% | 65.4%-21.5pp | 78.0%-34.0pp | 69.5%-25.5pp |
| Annual return | 24.80% | 27.68%-2.9pp | 148.54%-123.7pp | 81.00%-56.2pp |
| Employer contribution / active EE | $445 | $1,911-76.7% | $4,076-89.1% | $2,440-81.8% |
| Participant deferral / active EE | $1,895 | $3,563-46.8% | $5,524-65.7% | $3,607-47.5% |
| Admin fee / account holder | $21,357 | $4,245+403.1% | $8,592+148.6% | $5,124+316.8% |