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 | $29,742 | $54,541-45.5% | $78,778-62.2% | $70,131-57.6% |
| Participation rate | 22.2% | 60.8%-38.6pp | 69.2%-47.0pp | 69.5%-47.3pp |
| Annual return | 12.88% | 21.07%-8.2pp | 35.62%-22.7pp | 73.14%-60.3pp |
| Employer contribution / active EE | $358 | $1,089-67.1% | $1,986-82.0% | $2,342-84.7% |
| Participant deferral / active EE | $1,068 | $2,210-51.7% | $2,958-63.9% | $3,332-67.9% |
| Admin fee / account holder | $24,611 | $3,709+563.6% | $5,134+379.4% | $4,645+429.8% |