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 | $61,053 | $77,660-21.4% | $109,143-44.1% | $79,386-23.1% |
| Participation rate | 21.0% | 67.8%-46.8pp | 75.9%-54.9pp | 70.7%-49.7pp |
| Annual return | 18.41% | 23.44%-5.0pp | 25.75%-7.3pp | 116.85%-98.4pp |
| Employer contribution / active EE | $882 | $2,797-68.5% | $3,722-76.3% | $2,427-63.7% |
| Participant deferral / active EE | $1,819 | $3,518-48.3% | $4,653-60.9% | $4,046-55.0% |
| Admin fee / account holder | $5,588 | $732+663.2% | $6,752-17.2% | $626+792.0% |