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 | $54,443 | $87,870-38.0% | $113,168-51.9% | $74,304-26.7% |
| Participation rate | 30.7% | 70.7%-40.1pp | 76.6%-45.9pp | 60.3%-29.7pp |
| Annual return | 13.04% | 26.44%-13.4pp | 24.27%-11.2pp | 29.43%-16.4pp |
| Employer contribution / active EE | $901 | $2,277-60.4% | $2,975-69.7% | $2,241-59.8% |
| Participant deferral / active EE | $2,078 | $4,241-51.0% | $5,107-59.3% | $3,767-44.8% |
| Admin fee / account holder | $20,885 | $3,368+520.1% | $12,068+73.1% | $2,969+603.5% |