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 | $51,474 | $76,407-32.6% | $150,298-65.8% | $82,448-37.6% |
| Participation rate | 40.0% | 66.4%-26.4pp | 77.8%-37.8pp | 68.1%-28.1pp |
| Annual return | 13.35% | 39.99%-26.6pp | 62.79%-49.4pp | 41.64%-28.3pp |
| Employer contribution / active EE | $589 | $2,614-77.5% | $4,154-85.8% | $2,551-76.9% |
| Participant deferral / active EE | $2,578 | $3,214-19.8% | $5,453-52.7% | $4,139-37.7% |
| Admin fee / account holder | $19,892 | $6,352+213.2% | $14,116+40.9% | $7,234+175.0% |