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 | $65,158 | $99,341-34.4% | $84,750-23.1% | $273,961-76.2% |
| Participation rate | 31.6% | 80.7%-49.1pp | 76.6%-45.0pp | 83.0%-51.4pp |
| Annual return | 6.36% | 22.93%-16.6pp | 22.78%-16.4pp | 41.45%-35.1pp |
| Employer contribution / active EE | $878 | $4,214-79.2% | $3,574-75.4% | $4,869-82.0% |
| Participant deferral / active EE | $1,583 | $4,269-62.9% | $3,712-57.3% | $5,287-70.1% |
| Admin fee / account holder | $27,971 | $6,644+321.0% | $5,332+424.6% | $10,132+176.1% |