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 | $64,567 | $81,248-20.5% | $155,509-58.5% | $80,856-20.1% |
| Participation rate | 32.6% | 66.2%-33.7pp | 78.2%-45.6pp | 67.6%-35.1pp |
| Annual return | 14.43% | 33.31%-18.9pp | 64.67%-50.2pp | 35.59%-21.2pp |
| Employer contribution / active EE | $763 | $3,100-75.4% | $4,672-83.7% | $2,755-72.3% |
| Participant deferral / active EE | $1,333 | $3,452-61.4% | $5,626-76.3% | $4,296-69.0% |
| Admin fee / account holder | $10,860 | $7,997+35.8% | $15,912-31.7% | $6,918+57.0% |