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 | $62,997 | $93,071-32.3% | $74,583-15.5% | $273,961-77.0% |
| Participation rate | 33.3% | 74.9%-41.6pp | 68.1%-34.8pp | 83.0%-49.7pp |
| Annual return | 3.26% | 26.18%-22.9pp | 20.47%-17.2pp | 41.45%-38.2pp |
| Employer contribution / active EE | $296 | $3,160-90.6% | $2,525-88.3% | $4,869-93.9% |
| Participant deferral / active EE | $901 | $4,160-78.3% | $3,458-73.9% | $5,287-83.0% |
| Admin fee / account holder | $8,204 | $5,272+55.6% | $4,138+98.3% | $10,132-19.0% |