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 | $53,519 | $63,861-16.2% | $104,607-48.8% | $79,858-33.0% |
| Participation rate | 52.9% | 64.9%-12.0pp | 74.1%-21.1pp | 69.6%-16.7pp |
| Annual return | 16.41% | 21.30%-4.9pp | 340.46%-324.1pp | 31.71%-15.3pp |
| Employer contribution / active EE | $320 | $1,588-79.8% | $2,681-88.1% | $2,471-87.0% |
| Participant deferral / active EE | $1,314 | $2,693-51.2% | $3,740-64.9% | $3,740-64.9% |
| Admin fee / account holder | $17,960 | $4,185+329.2% | $6,473+177.5% | $5,306+238.5% |