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 7-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 | $31,318 | $57,590-45.6% | $86,233-63.7% | $82,448-62.0% |
| Participation rate | 39.0% | 57.9%-18.8pp | 69.0%-30.0pp | 68.1%-29.0pp |
| Annual return | 15.50% | 22.41%-6.9pp | 61.39%-45.9pp | 41.64%-26.1pp |
| Employer contribution / active EE | $989 | $1,655-40.3% | $2,504-60.5% | $2,551-61.2% |
| Participant deferral / active EE | $2,172 | $3,080-29.5% | $4,559-52.4% | $4,139-47.5% |
| Admin fee / account holder | $13,926 | $4,730+194.4% | $8,342+66.9% | $7,234+92.5% |