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 | $37,879 | $99,341-61.9% | $84,750-55.3% | $273,961-86.2% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 4.50% | 22.93%-18.4pp | 22.78%-18.3pp | 41.45%-36.9pp |
| Employer contribution / active EE | $926 | $4,214-78.0% | $3,574-74.1% | $4,869-81.0% |
| Participant deferral / active EE | $1,216 | $4,269-71.5% | $3,712-67.2% | $5,287-77.0% |
| Admin fee / account holder | $18,188 | $6,644+173.7% | $5,332+241.1% | $10,132+79.5% |