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 | $49,124 | $87,540-43.9% | $75,781-35.2% | $125,391-60.8% |
| Participation rate | 35.7% | 80.2%-44.5pp | 75.8%-40.1pp | 83.2%-47.5pp |
| Annual return | 0.10% | 13.48%-13.4pp | 9.68%-9.6pp | 282.22%-282.1pp |
| Employer contribution / active EE | $987 | $3,930-74.9% | $3,323-70.3% | $4,866-79.7% |
| Participant deferral / active EE | $1,233 | $4,229-70.9% | $3,651-66.2% | $5,352-77.0% |
| Admin fee / account holder | $13,352 | $6,502+105.4% | $5,299+152.0% | $9,540+39.9% |