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 | $31,131 | $49,915-37.6% | $154,803-79.9% | $74,304-58.1% |
| Participation rate | 45.0% | 54.0%-9.0pp | 78.1%-33.1pp | 60.3%-15.4pp |
| Annual return | 14.53% | 34.06%-19.5pp | 58.88%-44.4pp | 29.43%-14.9pp |
| Employer contribution / active EE | $820 | $1,611-49.1% | $4,305-81.0% | $2,241-63.4% |
| Participant deferral / active EE | $1,362 | $2,255-39.6% | $5,540-75.4% | $3,767-63.8% |
| Admin fee / account holder | $7,944 | $2,189+262.9% | $14,329-44.6% | $2,969+167.6% |