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 | $50,912 | $76,552-33.5% | $123,892-58.9% | $62,891-19.0% |
| Participation rate | 47.9% | 73.0%-25.1pp | 81.4%-33.5pp | 69.3%-21.4pp |
| Annual return | 8.71% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $964 | $2,883-66.5% | $4,617-79.1% | $2,281-57.7% |
| Participant deferral / active EE | $3,200 | $4,840-33.9% | $5,984-46.5% | $3,203-0.1% |
| Admin fee / account holder | $13,526 | $4,826+180.3% | $8,357+61.9% | $4,296+214.9% |