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 | $40,410 | $81,460-50.4% | $103,333-60.9% | $80,856-50.0% |
| Participation rate | 28.3% | 66.8%-38.6pp | 74.5%-46.2pp | 67.6%-39.4pp |
| Annual return | 11.72% | 25.55%-13.8pp | 24.88%-13.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $897 | $3,105-71.1% | $3,868-76.8% | $2,755-67.4% |
| Participant deferral / active EE | $2,620 | $3,869-32.3% | $5,057-48.2% | $4,296-39.0% |
| Admin fee / account holder | $26,501 | $6,566+303.6% | $8,355+217.2% | $6,918+283.1% |