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 | $33,063 | $46,869-29.5% | $122,332-73.0% | $70,131-52.9% |
| Participation rate | 34.0% | 58.2%-24.2pp | 71.6%-37.6pp | 69.5%-35.5pp |
| Annual return | 19.73% | 24.22%-4.5pp | 30.27%-10.5pp | 73.14%-53.4pp |
| Employer contribution / active EE | $841 | $1,288-34.7% | $4,050-79.2% | $2,342-64.1% |
| Participant deferral / active EE | $1,664 | $2,166-23.2% | $3,287-49.4% | $3,332-50.1% |
| Admin fee / account holder | $10,127 | $3,322+204.8% | $5,478+84.9% | $4,645+118.0% |