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 | $24,229 | $53,777-54.9% | $134,143-81.9% | $79,858-69.7% |
| Participation rate | 38.2% | 58.8%-20.6pp | 72.2%-34.0pp | 69.6%-31.5pp |
| Annual return | 12.41% | 19.01%-6.6pp | 36.33%-23.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $999 | $1,321-24.4% | $3,704-73.0% | $2,471-59.6% |
| Participant deferral / active EE | $2,273 | $2,420-6.1% | $3,499-35.0% | $3,740-39.2% |
| Admin fee / account holder | $11,477 | $3,984+188.1% | $6,684+71.7% | $5,306+116.3% |