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 | $19,102 | $49,227-61.2% | $70,449-72.9% | $79,858-76.1% |
| Participation rate | 46.9% | 69.2%-22.3pp | 75.1%-28.2pp | 69.6%-22.8pp |
| Annual return | 6.61% | 30.06%-23.5pp | 109.03%-102.4pp | 31.71%-25.1pp |
| Employer contribution / active EE | $775 | $2,099-63.1% | $2,737-71.7% | $2,471-68.6% |
| Participant deferral / active EE | $1,384 | $2,768-50.0% | $3,709-62.7% | $3,740-63.0% |
| Admin fee / account holder | $10,034 | $2,878+248.6% | $3,845+160.9% | $5,306+89.1% |