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 | $37,943 | $54,541-30.4% | $78,778-51.8% | $70,131-45.9% |
| Participation rate | 49.3% | 60.8%-11.5pp | 69.2%-19.9pp | 69.5%-20.3pp |
| Annual return | 12.27% | 21.07%-8.8pp | 35.62%-23.3pp | 73.14%-60.9pp |
| Employer contribution / active EE | $507 | $1,089-53.4% | $1,986-74.4% | $2,342-78.3% |
| Participant deferral / active EE | $1,789 | $2,210-19.1% | $2,958-39.5% | $3,332-46.3% |
| Admin fee / account holder | $10,438 | $3,709+181.5% | $5,134+103.3% | $4,645+124.7% |