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 | $26,395 | $53,901-51.0% | $134,143-80.3% | $73,488-64.1% |
| Participation rate | 50.0% | 62.8%-12.8pp | 72.2%-22.2pp | 70.7%-20.7pp |
| Annual return | 14.09% | 15.82%-1.7pp | 36.33%-22.2pp | 28.51%-14.4pp |
| Employer contribution / active EE | $465 | $1,458-68.1% | $3,704-87.5% | $2,270-79.5% |
| Participant deferral / active EE | $1,072 | $2,739-60.9% | $3,499-69.4% | $3,740-71.3% |
| Admin fee / account holder | $8,076 | $581+1291.2% | $6,684+20.8% | $513+1474.1% |