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 | $31,299 | $72,277-56.7% | $101,248-69.1% | $79,858-60.8% |
| Participation rate | 54.0% | 68.5%-14.5pp | 75.8%-21.8pp | 69.6%-15.7pp |
| Annual return | 14.22% | 22.30%-8.1pp | 46.47%-32.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $792 | $2,692-70.6% | $3,660-78.4% | $2,471-68.0% |
| Participant deferral / active EE | $2,730 | $3,282-16.8% | $4,370-37.5% | $3,740-27.0% |
| Admin fee / account holder | $11,158 | $4,400+153.6% | $5,945+87.7% | $5,306+110.3% |