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 | $61,170 | $65,041-6.0% | $90,951-32.7% | $79,858-23.4% |
| Participation rate | 48.7% | 61.6%-12.9pp | 69.0%-20.3pp | 69.6%-20.9pp |
| Annual return | 10.90% | 30.45%-19.6pp | 134.60%-123.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $772 | $1,247-38.1% | $2,122-63.6% | $2,471-68.8% |
| Participant deferral / active EE | $2,459 | $2,512-2.1% | $3,373-27.1% | $3,740-34.2% |
| Admin fee / account holder | $17,104 | $4,536+277.1% | $5,959+187.0% | $5,306+222.3% |