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 | $26,365 | $81,233-67.5% | $155,567-83.1% | $80,874-67.4% |
| Participation rate | 42.1% | 66.2%-24.1pp | 78.2%-36.1pp | 67.6%-25.5pp |
| Annual return | 11.52% | 33.33%-21.8pp | 64.74%-53.2pp | 35.62%-24.1pp |
| Employer contribution / active EE | $523 | $3,101-83.1% | $4,674-88.8% | $2,756-81.0% |
| Participant deferral / active EE | $951 | $3,452-72.5% | $5,628-83.1% | $4,297-77.9% |
| Admin fee / account holder | $8,718 | $7,998+9.0% | $15,916-45.2% | $6,935+25.7% |