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 | $26,064 | $56,054-53.5% | $171,082-84.8% | $62,891-58.6% |
| Participation rate | 52.0% | 62.9%-10.9pp | 76.7%-24.7pp | 69.3%-17.3pp |
| Annual return | 6.57% | 22.52%-15.9pp | 32.56%-26.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $621 | $1,731-64.1% | $4,002-84.5% | $2,281-72.8% |
| Participant deferral / active EE | $2,042 | $3,158-35.3% | $4,797-57.4% | $3,203-36.2% |
| Admin fee / account holder | $11,213 | $3,647+207.5% | $8,520+31.6% | $4,296+161.0% |