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 | $36,076 | $46,869-23.0% | $122,332-70.5% | $70,131-48.6% |
| Participation rate | 50.0% | 58.2%-8.2pp | 71.6%-21.6pp | 69.5%-19.5pp |
| Annual return | 19.38% | 24.22%-4.8pp | 30.27%-10.9pp | 73.14%-53.8pp |
| Employer contribution / active EE | $398 | $1,288-69.1% | $4,050-90.2% | $2,342-83.0% |
| Participant deferral / active EE | $1,193 | $2,166-44.9% | $3,287-63.7% | $3,332-64.2% |
| Admin fee / account holder | $7,537 | $3,322+126.8% | $5,478+37.6% | $4,645+62.2% |