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 | $44,946 | $76,050-40.9% | $96,544-53.4% | $71,457-37.1% |
| Participation rate | 54.1% | 74.4%-20.4pp | 76.0%-21.9pp | 67.9%-13.9pp |
| Annual return | 16.54% | 22.81%-6.3pp | 25.84%-9.3pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,414 | $2,244-37.0% | $2,965-52.3% | $2,588-45.3% |
| Participant deferral / active EE | $2,253 | $4,215-46.6% | $4,851-53.6% | $4,289-47.5% |
| Admin fee / account holder | $14,083 | $2,707+420.2% | $8,252+70.7% | $1,587+787.2% |