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 | $27,910 | $81,248-65.6% | $155,509-82.1% | $80,856-65.5% |
| Participation rate | 56.8% | 66.2%-9.5pp | 78.2%-21.4pp | 67.6%-10.9pp |
| Annual return | 15.92% | 33.31%-17.4pp | 64.67%-48.8pp | 35.59%-19.7pp |
| Employer contribution / active EE | $758 | $3,100-75.5% | $4,672-83.8% | $2,755-72.5% |
| Participant deferral / active EE | $3,082 | $3,452-10.7% | $5,626-45.2% | $4,296-28.2% |
| Admin fee / account holder | $16,705 | $7,997+108.9% | $15,912+5.0% | $6,918+141.5% |