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 | $57,110 | $65,041-12.2% | $90,951-37.2% | $79,858-28.5% |
| Participation rate | 35.0% | 61.6%-26.6pp | 69.0%-34.0pp | 69.6%-34.6pp |
| Annual return | 17.81% | 30.45%-12.6pp | 134.60%-116.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,787 | $2,512-28.9% | $3,373-47.0% | $3,740-52.2% |
| Admin fee / account holder | $6,889 | $4,536+51.9% | $5,959+15.6% | $5,306+29.8% |