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 | $30,111 | $54,762-45.0% | $90,281-66.6% | $72,985-58.7% |
| Participation rate | 26.3% | 65.1%-38.8pp | 73.3%-47.0pp | 69.5%-43.2pp |
| Annual return | 22.12% | 30.63%-8.5pp | 78.10%-56.0pp | 81.00%-58.9pp |
| Employer contribution / active EE | $442 | $2,092-78.9% | $2,854-84.5% | $2,440-81.9% |
| Participant deferral / active EE | $2,878 | $2,887-0.3% | $3,885-25.9% | $3,607-20.2% |
| Admin fee / account holder | $157,157 | $3,972+3856.6% | $5,351+2836.8% | $5,124+2966.9% |