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 | $61,146 | $65,041-6.0% | $90,951-32.8% | $79,858-23.4% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 10.50% | 30.45%-20.0pp | 134.60%-124.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $769 | $1,247-38.3% | $2,122-63.8% | $2,471-68.9% |
| Participant deferral / active EE | $1,767 | $2,512-29.7% | $3,373-47.6% | $3,740-52.8% |
| Admin fee / account holder | $14,244 | $4,536+214.0% | $5,959+139.1% | $5,306+168.4% |