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 | $51,165 | $59,839-14.5% | $81,983-37.6% | $79,858-35.9% |
| Participation rate | 57.7% | 61.6%-3.9pp | 69.2%-11.6pp | 69.6%-11.9pp |
| Annual return | 10.51% | 17.56%-7.0pp | 41.31%-30.8pp | 31.71%-21.2pp |
| Employer contribution / active EE | $758 | $1,713-55.7% | $2,498-69.6% | $2,471-69.3% |
| Participant deferral / active EE | $1,560 | $2,695-42.1% | $3,722-58.1% | $3,740-58.3% |
| Admin fee / account holder | $29,511 | $4,287+588.3% | $5,664+421.0% | $5,306+456.1% |