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 | $34,622 | $62,327-44.5% | $120,354-71.2% | $74,495-53.5% |
| Participation rate | 47.6% | 56.8%-9.2pp | 71.9%-24.3pp | 67.2%-19.6pp |
| Annual return | 14.76% | 18.61%-3.8pp | 107.15%-92.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,631 | $1,843-11.5% | $3,463-52.9% | $2,623-37.8% |
| Participant deferral / active EE | $2,685 | $2,893-7.2% | $4,991-46.2% | $4,346-38.2% |
| Admin fee / account holder | $8,387 | $2,396+250.1% | $9,423-11.0% | $1,942+331.9% |