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 | $100,219 | $109,881-8.8% | $150,045-33.2% | $84,808+18.2% |
| Participation rate | 24.7% | 76.1%-51.4pp | 82.3%-57.6pp | 68.3%-43.6pp |
| Annual return | 24.14% | 28.25%-4.1pp | 62.55%-38.4pp | 40.90%-16.8pp |
| Employer contribution / active EE | $851 | $3,561-76.1% | $4,693-81.9% | $2,631-67.6% |
| Participant deferral / active EE | $4,286 | $6,636-35.4% | $7,997-46.4% | $4,212+1.8% |
| Admin fee / account holder | $38,769 | $8,568+352.5% | $13,435+188.6% | $7,344+427.9% |