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 | $48,635 | $54,541-10.8% | $78,778-38.3% | $70,131-30.7% |
| Participation rate | 32.0% | 60.8%-28.8pp | 69.2%-37.2pp | 69.5%-37.5pp |
| Annual return | 16.06% | 21.07%-5.0pp | 35.62%-19.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $473 | $1,089-56.5% | $1,986-76.2% | $2,342-79.8% |
| Participant deferral / active EE | $1,374 | $2,210-37.8% | $2,958-53.6% | $3,332-58.8% |
| Admin fee / account holder | $10,289 | $3,709+177.4% | $5,134+100.4% | $4,645+121.5% |