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 | $14,371 | $35,183-59.2% | $73,545-80.5% | $70,131-79.5% |
| Participation rate | 32.0% | 42.9%-10.9pp | 54.9%-22.9pp | 69.5%-37.5pp |
| Annual return | 12.95% | 26.90%-14.0pp | -15.16%+28.1pp | 73.14%-60.2pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,758 | $1,220+44.1% | $1,806-2.7% | $3,332-47.2% |
| Admin fee / account holder | $6,949 | $2,302+201.8% | $2,320+199.6% | $4,645+49.6% |